Envestnet Asset Management’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 | $824K | Sell |
38,044
-2,086
| -5% | -$45.2K | ﹤0.01% | 3381 |
|
|
2025
Q1 | $846K | Buy |
40,130
+10,853
| +37% | +$229K | ﹤0.01% | 3306 |
|
|
2024
Q4 | $624K | Sell |
29,277
-2,310
| -7% | -$49.3K | ﹤0.01% | 3460 |
|
|
2024
Q3 | $703K | Buy |
31,587
+5,722
| +22% | +$127K | ﹤0.01% | 3326 |
|
|
2024
Q2 | $546K | Sell |
25,865
-13,989
| -35% | -$295K | ﹤0.01% | 3398 |
|
|
2024
Q1 | $845K | Buy |
39,854
+1,333
| +3% | +$28.3K | ﹤0.01% | 3136 |
|
|
2023
Q4 | $797K | Sell |
38,521
-10,415
| -21% | -$215K | ﹤0.01% | 3071 |
|
|
2023
Q3 | $935K | Buy |
48,936
+2,794
| +6% | +$53.4K | ﹤0.01% | 2859 |
|
|
2023
Q2 | $938K | Buy |
46,142
+11,438
| +33% | +$233K | ﹤0.01% | 2800 |
|
|
2023
Q1 | $702K | Sell |
34,704
-838
| -2% | -$17K | ﹤0.01% | 2924 |
|
|
2022
Q4 | $696K | Buy |
35,542
+348
| +1% | +$6.81K | ﹤0.01% | 2895 |
|
|
2022
Q3 | $676K | Sell |
35,194
-405
| -1% | -$7.78K | ﹤0.01% | 2834 |
|
|
2022
Q2 | $733K | Buy |
35,599
+12,652
| +55% | +$261K | ﹤0.01% | 2826 |
|
|
2022
Q1 | $553K | Buy |
22,947
+2,544
| +12% | +$61.3K | ﹤0.01% | 3060 |
|
|
2021
Q4 | $530K | Sell |
20,403
-8,704
| -30% | -$226K | ﹤0.01% | 3038 |
|
|
2021
Q3 | $726K | Buy |
29,107
+20,215
| +227% | +$504K | ﹤0.01% | 2746 |
|
|
2021
Q2 | $228K | Buy |
+8,892
| New | +$228K | ﹤0.01% | 3431 |
|