Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,281
| Closed | -$207K | – | 532 |
|
|
2024
Q3 | $207K | Buy |
+9,281
| New | +$207K | 0.03% | 516 |
|
|
2023
Q4 | – | Sell |
-11,884
| Closed | -$227K | – | 484 |
|
|
2023
Q3 | $227K | Sell |
11,884
-1,259
| -10% | -$24.1K | 0.04% | 401 |
|
|
2023
Q2 | $267K | Buy |
13,143
+816
| +7% | +$16.6K | 0.05% | 377 |
|
|
2023
Q1 | $249K | Sell |
12,327
-91
| -0.7% | -$1.84K | 0.05% | 386 |
|
|
2022
Q4 | $243K | Buy |
12,418
+1,058
| +9% | +$20.7K | 0.05% | 383 |
|
|
2022
Q3 | $218K | Sell |
11,360
-3,213
| -22% | -$61.7K | 0.05% | 406 |
|
|
2022
Q2 | $300K | Sell |
14,573
-1,501
| -9% | -$30.9K | 0.06% | 393 |
|
|
2022
Q1 | $388K | Buy |
16,074
+1,866
| +13% | +$45K | 0.06% | 342 |
|
|
2021
Q4 | $369K | Buy |
14,208
+531
| +4% | +$13.8K | 0.06% | 333 |
|
|
2021
Q3 | $341K | Buy |
13,677
+2,327
| +21% | +$58K | 0.06% | 338 |
|
|
2021
Q2 | $291K | Buy |
+11,350
| New | +$291K | 0.05% | 383 |
|