HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,213
| Closed | -$228K | – | 766 |
|
|
2023
Q2 | $228K | Buy |
11,213
+8
| +0.1% | +$163 | ﹤0.01% | 627 |
|
|
2023
Q1 | $227K | Buy |
11,205
+7
| +0.1% | +$142 | ﹤0.01% | 638 |
|
|
2022
Q4 | $219K | Buy |
11,198
+425
| +4% | +$8.32K | ﹤0.01% | 622 |
|
|
2022
Q3 | $207K | Hold |
10,773
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $222K | Buy |
10,773
+1,000
| +10% | +$20.6K | ﹤0.01% | 517 |
|
|
2022
Q1 | $236K | Buy |
+9,773
| New | +$236K | ﹤0.01% | 520 |
|