Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
17,031
-9,106
| -35% | -$197K | 0.01% | 581 |
|
|
2025
Q1 | $551K | Sell |
26,137
-25,728
| -50% | -$543K | 0.02% | 541 |
|
|
2024
Q4 | $1.11M | Sell |
51,865
-8,142
| -14% | -$174K | 0.03% | 369 |
|
|
2024
Q3 | $1.34M | Sell |
60,007
-16,124
| -21% | -$359K | 0.05% | 311 |
|
|
2024
Q2 | $1.61M | Sell |
76,131
-25,602
| -25% | -$541K | 0.06% | 261 |
|
|
2024
Q1 | $2.16M | Buy |
101,733
+871
| +0.9% | +$18.5K | 0.04% | 239 |
|
|
2023
Q4 | $2.07M | Buy |
100,862
+1,683
| +2% | +$34.5K | 0.07% | 235 |
|
|
2023
Q3 | $1.9M | Buy |
+99,179
| New | +$1.9M | 0.07% | 227 |
|
|
2023
Q2 | – | Sell |
-983
| Closed | -$19.9K | – | 2453 |
|
|
2023
Q1 | $19.9K | Sell |
983
-3,073
| -76% | -$62.1K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $79K | Sell |
4,056
-781
| -16% | -$15.2K | ﹤0.01% | 826 |
|
|
2022
Q3 | $93K | Sell |
4,837
-5,657
| -54% | -$109K | 0.01% | 731 |
|
|
2022
Q2 | $216K | Sell |
10,494
-15,060
| -59% | -$310K | 0.01% | 735 |
|
|
2022
Q1 | $616K | Buy |
25,554
+1,385
| +6% | +$33.4K | 0.02% | 514 |
|
|
2021
Q4 | $628K | Sell |
24,169
-826
| -3% | -$21.5K | 0.01% | 613 |
|
|
2021
Q3 | $623K | Buy |
24,995
+20
| +0.1% | +$498 | 0.02% | 537 |
|
|
2021
Q2 | $640K | Buy |
24,975
+6,025
| +32% | +$154K | 0.02% | 542 |
|
|
2021
Q1 | $469K | Buy |
+18,950
| New | +$469K | 0.01% | 692 |
|