Key Client Fiduciary Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $204K | Sell |
|
|||||
|
2024
Q4 | $240K | Sell |
|
|||||
|
2024
Q3 | $331K | Sell |
|
|||||
|
2024
Q2 | $323K | Sell |
|
|||||
|
2024
Q1 | $382K | Buy |
|
|||||
|
2023
Q4 | $339K | Buy |
|
|||||
|
2023
Q3 | $309K | Sell |
|
|||||
|
2023
Q2 | $350K | Sell |
|
|||||
|
2023
Q1 | $374K | Buy |
|
|||||
|
2022
Q4 | $358K | Buy |
|
|||||
|
2022
Q3 | $348K | Sell |
|
|||||
|
2022
Q2 | $430K | Sell |
|
|||||
|
2022
Q1 | $579K | Buy |
|
|||||
|
2021
Q4 | $608K | Buy |
|