IWA
IVC Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,000
| Closed | -$233K | – | 167 |
|
|
2024
Q1 | $233K | Hold |
11,000
| – | – | 0.13% | 147 |
|
|
2023
Q4 | $227K | Sell |
11,000
-210
| -2% | -$4.34K | 0.14% | 135 |
|
|
2023
Q3 | $214K | Hold |
11,210
| – | – | 0.14% | 133 |
|
|
2023
Q2 | $228K | Buy |
11,210
+210
| +2% | +$4.27K | 0.14% | 130 |
|
|
2023
Q1 | $223K | Hold |
11,000
| – | – | 0.16% | 128 |
|
|
2022
Q4 | $215K | Hold |
11,000
| – | – | 0.16% | 139 |
|
|
2022
Q3 | $211K | Buy |
+11,000
| New | +$211K | 0.17% | 131 |
|