Executive Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,065
| Closed | -$402K | – | 265 |
|
|
2024
Q3 | $402K | Buy |
18,065
+418
| +2% | +$9.3K | 0.03% | 189 |
|
|
2024
Q2 | $373K | Buy |
17,647
+61
| +0.3% | +$1.29K | 0.07% | 91 |
|
|
2024
Q1 | $370K | Buy |
17,586
+61
| +0.3% | +$1.29K | 0.03% | 175 |
|
|
2023
Q4 | $362K | Buy |
17,525
+57
| +0.3% | +$1.18K | 0.03% | 160 |
|
|
2023
Q3 | $334K | Buy |
17,468
+58
| +0.3% | +$1.11K | 0.03% | 157 |
|
|
2023
Q2 | $354K | Buy |
17,410
+57
| +0.3% | +$1.16K | 0.04% | 150 |
|
|
2023
Q1 | $351K | Buy |
17,353
+55
| +0.3% | +$1.11K | 0.04% | 151 |
|
|
2022
Q4 | $339K | Buy |
17,298
+16,967
| +5,126% | +$332K | 0.04% | 151 |
|
|
2022
Q3 | $331 | Sell |
331
-16,858
| -98% | -$16.9K | 0.05% | 141 |
|
|
2022
Q2 | $354K | Buy |
17,189
+54
| +0.3% | +$1.11K | 0.05% | 136 |
|
|
2022
Q1 | $413K | Buy |
17,135
+53
| +0.3% | +$1.28K | 0.04% | 142 |
|
|
2021
Q4 | $443K | Buy |
17,082
+51
| +0.3% | +$1.32K | 0.04% | 145 |
|
|
2021
Q3 | $424K | Buy |
17,031
+240
| +1% | +$5.98K | 0.05% | 138 |
|
|
2021
Q2 | $430K | Sell |
16,791
-187
| -1% | -$4.79K | 0.05% | 142 |
|
|
2021
Q1 | $420K | Buy |
+16,978
| New | +$420K | 0.05% | 138 |
|