Steward Partners Investment Advisory’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 | $10K | Hold |
462
| – | – | ﹤0.01% | 3215 |
|
|
2025
Q1 | $9.74K | Hold |
462
| – | – | ﹤0.01% | 3111 |
|
|
2024
Q4 | $9.85K | Hold |
462
| – | – | ﹤0.01% | 3107 |
|
|
2024
Q3 | $10.3K | Hold |
462
| – | – | ﹤0.01% | 2938 |
|
|
2024
Q2 | $9.76K | Hold |
462
| – | – | ﹤0.01% | 2827 |
|
|
2024
Q1 | $9.8K | Buy |
462
+379
| +457% | +$8.04K | ﹤0.01% | 2815 |
|
|
2023
Q4 | $1.72K | Hold |
83
| – | – | ﹤0.01% | 3231 |
|
|
2023
Q3 | $1.59K | Hold |
83
| – | – | ﹤0.01% | 3118 |
|
|
2023
Q2 | $1.69K | Sell |
83
-300
| -78% | -$6.1K | ﹤0.01% | 3060 |
|
|
2023
Q1 | $7.75K | Buy |
383
+283
| +283% | +$5.73K | ﹤0.01% | 2637 |
|
|
2022
Q4 | $1.96K | Sell |
100
-8,000
| -99% | -$157K | ﹤0.01% | 3019 |
|
|
2022
Q3 | $156K | Buy |
8,100
+7,500
| +1,250% | +$144K | ﹤0.01% | 1306 |
|
|
2022
Q2 | $12K | Buy |
600
+461
| +332% | +$9.22K | ﹤0.01% | 2448 |
|
|
2022
Q1 | $3K | Buy |
139
+39
| +39% | +$842 | ﹤0.01% | 3016 |
|
|
2021
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2942 |
|