SEA
Stegent Equity 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-12,322
| Closed | -$249K | – | 70 |
|
2023
Q1 | $249K | Sell |
12,322
-399
| -3% | -$8.07K | 0.25% | 58 |
|
2022
Q4 | $249K | Sell |
12,721
-2,304
| -15% | -$45.1K | 0.3% | 58 |
|
2022
Q3 | $288K | Buy |
15,025
+226
| +2% | +$4.33K | 0.43% | 47 |
|
2022
Q2 | $305K | Hold |
14,799
| – | – | 0.4% | 57 |
|
2022
Q1 | $357K | Buy |
14,799
+1,793
| +14% | +$43.3K | 0.3% | 67 |
|
2021
Q4 | $339K | Buy |
+13,006
| New | +$339K | 0.28% | 83 |
|