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