IWS
Insight Wealth Strategies’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
17,152
+285
| +2% | +$6.16K | 0.05% | 132 |
|
|
2025
Q1 | $356K | Buy |
16,867
+278
| +2% | +$5.86K | 0.05% | 128 |
|
|
2024
Q4 | $354K | Buy |
16,589
+276
| +2% | +$5.89K | 0.05% | 129 |
|
|
2024
Q3 | $363K | Sell |
16,313
-4,083
| -20% | -$90.8K | 0.05% | 136 |
|
|
2024
Q2 | $431K | Buy |
20,396
+268
| +1% | +$5.66K | 0.06% | 138 |
|
|
2024
Q1 | $427K | Buy |
20,128
+263
| +1% | +$5.58K | 0.06% | 139 |
|
|
2023
Q4 | $411K | Buy |
19,865
+252
| +1% | +$5.21K | 0.07% | 136 |
|
|
2023
Q3 | $375K | Buy |
19,613
+253
| +1% | +$4.84K | 0.07% | 125 |
|
|
2023
Q2 | $394K | Buy |
19,360
+4,597
| +31% | +$93.5K | 0.08% | 116 |
|
|
2023
Q1 | $299K | Buy |
14,763
+243
| +2% | +$4.92K | 0.06% | 125 |
|
|
2022
Q4 | $284K | Buy |
14,520
+472
| +3% | +$9.24K | 0.06% | 124 |
|
|
2022
Q3 | $289K | Hold |
14,048
| – | – | 0.05% | 124 |
|
|
2022
Q2 | $289K | Sell |
14,048
-589
| -4% | -$12.1K | 0.05% | 124 |
|
|
2022
Q1 | $353K | Buy |
+14,637
| New | +$353K | 0.05% | 129 |
|