HHM Wealth Advisors’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 |
-3,900
| Closed | -$74.5K | – | 775 |
|
|
2023
Q3 | $74.5K | Hold |
3,900
| – | – | 0.01% | 227 |
|
|
2023
Q2 | $79.3K | Hold |
3,900
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $78.9K | Hold |
3,900
| – | – | 0.02% | 224 |
|
|
2022
Q4 | $76.4K | Hold |
3,900
| – | – | 0.02% | 196 |
|
|
2022
Q3 | $75K | Hold |
3,900
| – | – | 0.02% | 185 |
|
|
2022
Q2 | $80K | Hold |
3,900
| – | – | 0.02% | 213 |
|
|
2022
Q1 | $94K | Hold |
3,900
| – | – | 0.02% | 227 |
|
|
2021
Q4 | $101K | Hold |
3,900
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $97K | Hold |
3,900
| – | – | 0.03% | 209 |
|
|
2021
Q2 | $100K | Hold |
3,900
| – | – | 0.03% | 203 |
|
|
2021
Q1 | $96K | Buy |
+3,900
| New | +$96K | 0.03% | 193 |
|