Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,839
| Closed | -$207K | – | 540 |
|
|
2025
Q1 | $207K | Sell |
9,839
-440
| -4% | -$9.28K | 0.03% | 447 |
|
|
2024
Q4 | $219K | Sell |
10,279
-2,186
| -18% | -$46.6K | 0.03% | 429 |
|
|
2024
Q3 | $277K | Sell |
12,465
-424
| -3% | -$9.43K | 0.04% | 401 |
|
|
2024
Q2 | $272K | Sell |
12,889
-2,625
| -17% | -$55.4K | 0.04% | 392 |
|
|
2024
Q1 | $329K | Sell |
15,514
-154
| -1% | -$3.27K | 0.05% | 341 |
|
|
2023
Q4 | $324K | Sell |
15,668
-5,138
| -25% | -$106K | 0.06% | 318 |
|
|
2023
Q3 | $398K | Sell |
20,806
-2,464
| -11% | -$47.1K | 0.08% | 281 |
|
|
2023
Q2 | $473K | Sell |
23,270
-1,405
| -6% | -$28.6K | 0.09% | 251 |
|
|
2023
Q1 | $499K | Sell |
24,675
-1,035
| -4% | -$20.9K | 0.1% | 219 |
|
|
2022
Q4 | $503K | Sell |
25,710
-2,526
| -9% | -$49.5K | 0.07% | 208 |
|
|
2022
Q3 | $542K | Sell |
28,236
-4,219
| -13% | -$81K | 0.13% | 186 |
|
|
2022
Q2 | $669K | Sell |
32,455
-6,365
| -16% | -$131K | 0.14% | 158 |
|
|
2022
Q1 | $936K | Buy |
38,820
+1,648
| +4% | +$39.7K | 0.17% | 134 |
|
|
2021
Q4 | $966K | Buy |
37,172
+3,817
| +11% | +$99.2K | 0.16% | 132 |
|
|
2021
Q3 | $832K | Buy |
33,355
+1,069
| +3% | +$26.7K | 0.15% | 150 |
|
|
2021
Q2 | $827K | Buy |
32,286
+962
| +3% | +$24.6K | 0.15% | 149 |
|
|
2021
Q1 | $775K | Buy |
31,324
+4,554
| +17% | +$113K | 0.18% | 130 |
|
|
2020
Q4 | $684K | Buy |
26,770
+2,665
| +11% | +$68.1K | 0.17% | 130 |
|
|
2020
Q3 | $594K | Buy |
24,105
+1,460
| +6% | +$36K | 0.19% | 110 |
|
|
2020
Q2 | $546K | Buy |
22,645
+648
| +3% | +$15.6K | 0.21% | 110 |
|
|
2020
Q1 | $485K | Buy |
21,997
+705
| +3% | +$15.5K | 0.22% | 94 |
|
|
2019
Q4 | $518K | Buy |
21,292
+14,223
| +201% | +$346K | 0.19% | 108 |
|
|
2019
Q3 | $171K | Buy |
7,069
+19
| +0.3% | +$460 | 0.08% | 229 |
|
|
2019
Q2 | $170K | Buy |
7,050
+600
| +9% | +$14.5K | 0.07% | 216 |
|
|
2019
Q1 | $153K | Buy |
6,450
+1,750
| +37% | +$41.5K | 0.08% | 202 |
|
|
2018
Q4 | $104K | Sell |
4,700
-100
| -2% | -$2.21K | 0.07% | 205 |
|
|
2018
Q3 | $116K | Buy |
4,800
+1,050
| +28% | +$25.4K | 0.07% | 187 |
|
|
2018
Q2 | $90K | Buy |
3,750
+2,650
| +241% | +$63.6K | 0.1% | 128 |
|
|
2018
Q1 | $26K | Buy |
+1,100
| New | +$26K | 0.02% | 420 |
|