Patriot Financial Group Insurance Agency’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 | $207K | Sell |
|
|||||
|
2024
Q4 | $219K | Sell |
|
|||||
|
2024
Q3 | $277K | Sell |
|
|||||
|
2024
Q2 | $272K | Sell |
|
|||||
|
2024
Q1 | $329K | Sell |
|
|||||
|
2023
Q4 | $324K | Sell |
|
|||||
|
2023
Q3 | $398K | Sell |
|
|||||
|
2023
Q2 | $473K | Sell |
|
|||||
|
2023
Q1 | $499K | Sell |
|
|||||
|
2022
Q4 | $503K | Sell |
|
|||||
|
2022
Q3 | $542K | Sell |
|
|||||
|
2022
Q2 | $669K | Sell |
|
|||||
|
2022
Q1 | $936K | Buy |
|
|||||
|
2021
Q4 | $966K | Buy |
|
|||||
|
2021
Q3 | $832K | Buy |
|
|||||
|
2021
Q2 | $827K | Buy |
|
|||||
|
2021
Q1 | $775K | Buy |
|
|||||
|
2020
Q4 | $684K | Buy |
|
|||||
|
2020
Q3 | $594K | Buy |
|
|||||
|
2020
Q2 | $546K | Buy |
|
|||||
|
2020
Q1 | $485K | Buy |
|
|||||
|
2019
Q4 | $518K | Buy |
|
|||||
|
2019
Q3 | $171K | Buy |
|
|||||
|
2019
Q2 | $170K | Buy |
|
|||||
|
2019
Q1 | $153K | Buy |
|
|||||
|
2018
Q4 | $104K | Sell |
|
|||||
|
2018
Q3 | $116K | Buy |
|
|||||
|
2018
Q2 | $90K | Buy |
|
|||||
|
2018
Q1 | $26K | Buy |
|