Western 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 | $202K | Buy |
+9,312
| New | +$202K | 0.01% | 697 |
|
2024
Q4 | – | Sell |
-14,782
| Closed | -$329K | – | 694 |
|
2024
Q3 | $329K | Sell |
14,782
-327
| -2% | -$7.28K | 0.02% | 568 |
|
2024
Q2 | $319K | Hold |
15,109
| – | – | 0.02% | 475 |
|
2024
Q1 | $320K | Buy |
15,109
+419
| +3% | +$8.89K | 0.02% | 486 |
|
2023
Q4 | $304K | Buy |
14,690
+43
| +0.3% | +$889 | 0.02% | 547 |
|
2023
Q3 | $280K | Buy |
14,647
+1,743
| +14% | +$33.3K | 0.02% | 526 |
|
2023
Q2 | $262K | Buy |
12,904
+989
| +8% | +$20.1K | 0.02% | 540 |
|
2023
Q1 | $241K | Sell |
11,915
-3,109
| -21% | -$62.9K | 0.02% | 558 |
|
2022
Q4 | $294K | Sell |
15,024
-38,013
| -72% | -$744K | 0.03% | 469 |
|
2022
Q3 | $1.02M | Sell |
53,037
-244
| -0.5% | -$4.7K | 0.06% | 300 |
|
2022
Q2 | $1.1M | Sell |
53,281
-7,183
| -12% | -$148K | 0.06% | 288 |
|
2022
Q1 | $1.46M | Buy |
60,464
+27,085
| +81% | +$653K | 0.07% | 260 |
|
2021
Q4 | $865K | Buy |
+33,379
| New | +$865K | 0.09% | 219 |
|
2021
Q2 | $369K | Buy |
14,422
+2,328
| +19% | +$59.6K | 0.04% | 434 |
|
2021
Q1 | $299K | Buy |
+12,094
| New | +$299K | 0.04% | 401 |
|