Kovack Advisors’s DZS Inc. Common Stock DZSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-124,000
| Closed | -$145K | – | 627 |
|
|
2024
Q2 | $145K | Buy |
124,000
+2,500
| +2% | +$3.4K | 0.02% | 546 |
|
|
2024
Q1 | $160K | Buy |
121,500
+600
| +0.5% | +$907 | 0.02% | 450 |
|
|
2023
Q4 | $238K | Buy |
120,900
+28,200
| +30% | +$44.2K | 0.03% | 479 |
|
|
2023
Q3 | $195K | Sell |
92,700
-3,100
| -3% | -$8.91K | 0.03% | 495 |
|
|
2023
Q2 | $380K | Buy |
95,800
+72,400
| +309% | +$425K | 0.05% | 355 |
|
|
2023
Q1 | $185K | Buy |
23,400
+6,100
| +35% | +$67.8K | 0.03% | 522 |
|
|
2022
Q4 | $219K | Sell |
17,300
-7,400
| -30% | -$94.1K | 0.03% | 499 |
|
|
2022
Q3 | $279K | Buy |
24,700
+4,500
| +22% | +$63.7K | 0.04% | 419 |
|
|
2022
Q2 | $329K | Sell |
20,200
-2,400
| -11% | -$35.4K | 0.04% | 419 |
|
|
2022
Q1 | $313K | Sell |
22,600
-5,000
| -18% | -$72.4K | 0.03% | 516 |
|
|
2021
Q4 | $448K | Buy |
+27,600
| New | +$366K | 0.04% | 410 |
|
Other funds holding DZSI
OCM
GWM
OWP