Glassman Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,000
| Closed | -$76.4K | – | 2021 |
|
2023
Q3 | $76.4K | Hold |
4,000
| – | – | 0.01% | 326 |
|
2023
Q2 | $81.3K | Hold |
4,000
| – | – | 0.01% | 301 |
|
2023
Q1 | $80.9K | Hold |
4,000
| – | – | 0.01% | 294 |
|
2022
Q4 | $78.3K | Hold |
4,000
| – | – | 0.01% | 315 |
|
2022
Q3 | $77K | Hold |
4,000
| – | – | 0.02% | 293 |
|
2022
Q2 | $82K | Hold |
4,000
| – | – | 0.02% | 292 |
|
2022
Q1 | $96K | Hold |
4,000
| – | – | 0.02% | 266 |
|
2021
Q4 | $104K | Hold |
4,000
| – | – | 0.02% | 235 |
|
2021
Q3 | $100K | Hold |
4,000
| – | – | 0.02% | 240 |
|
2021
Q2 | $102K | Hold |
4,000
| – | – | 0.02% | 230 |
|
2021
Q1 | $99K | Buy |
+4,000
| New | +$99K | 0.02% | 225 |
|