Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
64,833
+6,920
| +12% | +$150K | ﹤0.01% | 1586 |
|
|
2025
Q1 | $1.22M | Sell |
57,913
-139
| -0.2% | -$2.93K | ﹤0.01% | 1546 |
|
|
2024
Q4 | $1.24M | Buy |
58,052
+3,793
| +7% | +$80.9K | ﹤0.01% | 1480 |
|
|
2024
Q3 | $1.21M | Sell |
54,259
-7,886
| -13% | -$175K | ﹤0.01% | 1383 |
|
|
2024
Q2 | $1.31M | Sell |
62,145
-3,039
| -5% | -$64.2K | ﹤0.01% | 1223 |
|
|
2024
Q1 | $1.38M | Buy |
65,184
+16,904
| +35% | +$359K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $998K | Sell |
48,280
-13,876
| -22% | -$287K | ﹤0.01% | 1228 |
|
|
2023
Q3 | $1.19M | Buy |
62,156
+14,105
| +29% | +$270K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $977K | Buy |
48,051
+14
| +0% | +$285 | ﹤0.01% | 1135 |
|
|
2023
Q1 | $972K | Buy |
48,037
+13
| +0% | +$263 | ﹤0.01% | 1089 |
|
|
2022
Q4 | $940K | Sell |
48,024
-3,100
| -6% | -$60.7K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $982K | Buy |
51,124
+3,095
| +6% | +$59.4K | ﹤0.01% | 970 |
|
|
2022
Q2 | $989K | Buy |
48,029
+519
| +1% | +$10.7K | ﹤0.01% | 983 |
|
|
2022
Q1 | $1.15M | Sell |
47,510
-964
| -2% | -$23.2K | ﹤0.01% | 925 |
|
|
2021
Q4 | $1.26M | Buy |
+48,474
| New | +$1.26M | ﹤0.01% | 851 |
|