Core Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,709
| Closed | -$71K | – | 263 |
|
|
2022
Q3 | $71K | Buy |
3,709
+983
| +36% | +$18.8K | 0.04% | 57 |
|
|
2022
Q2 | $56K | Sell |
2,726
-4,442
| -62% | -$91.3K | 0.03% | 66 |
|
|
2022
Q1 | $173K | Buy |
7,168
+803
| +13% | +$19.4K | 0.1% | 39 |
|
|
2021
Q4 | $165K | Buy |
6,365
+173
| +3% | +$4.49K | 0.1% | 41 |
|
|
2021
Q3 | $154K | Buy |
6,192
+387
| +7% | +$9.63K | 0.1% | 46 |
|
|
2021
Q2 | $149K | Buy |
5,805
+3,086
| +113% | +$79.2K | 0.1% | 41 |
|
|
2021
Q1 | $67K | Buy |
+2,719
| New | +$67K | 0.06% | 52 |
|