TCPG
Trivant Custom Portfolio Group’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-614
| Closed | -$13K | – | 188 |
|
|
2024
Q1 | $13K | Buy |
614
+11
| +2% | +$233 | 0.01% | 148 |
|
|
2023
Q4 | $12.5K | Buy |
603
+10
| +2% | +$207 | 0.01% | 162 |
|
|
2023
Q3 | $11.3K | Buy |
593
+11
| +2% | +$210 | 0.01% | 156 |
|
|
2023
Q2 | $11.8K | Buy |
582
+10
| +2% | +$203 | 0.01% | 167 |
|
|
2023
Q1 | $11.6K | Buy |
+572
| New | +$11.6K | 0.01% | 176 |
|