Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-299
| Closed | -$6K | – | 1078 |
|
|
2022
Q3 | $6K | Buy |
299
+6
| +2% | +$120 | ﹤0.01% | 570 |
|
|
2022
Q2 | $6K | Buy |
293
+5
| +2% | +$102 | ﹤0.01% | 555 |
|
|
2022
Q1 | $7K | Buy |
288
+5
| +2% | +$122 | ﹤0.01% | 571 |
|
|
2021
Q4 | $7K | Buy |
283
+5
| +2% | +$124 | ﹤0.01% | 610 |
|
|
2021
Q3 | $7K | Buy |
+278
| New | +$7K | ﹤0.01% | 617 |
|