Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,810
| Closed | -$320K | – | 565 |
|
|
2023
Q1 | $320K | Hold |
15,810
| – | – | 0.01% | 426 |
|
|
2022
Q4 | $310K | Hold |
15,810
| – | – | 0.01% | 453 |
|
|
2022
Q3 | $304K | Hold |
15,810
| – | – | 0.01% | 411 |
|
|
2022
Q2 | $326K | Buy |
15,810
+5,885
| +59% | +$121K | 0.01% | 381 |
|
|
2022
Q1 | $239K | Hold |
9,925
| – | – | 0.01% | 386 |
|
|
2021
Q4 | $258K | Buy |
+9,925
| New | +$258K | 0.01% | 456 |
|