Kovack Advisors’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
Q4
Sell
-15,937
Closed -$305K 589
2023
Q3
$305K Sell
15,937
-745
-4% -$14.2K 0.04% 384
2023
Q2
$339K Sell
16,682
-54,370
-77% -$1.11M 0.04% 385
2023
Q1
$1.44M Buy
71,052
+5,166
+8% +$105K 0.2% 119
2022
Q4
$1.29M Sell
65,886
-10,715
-14% -$210K 0.19% 120
2022
Q3
$1.47M Sell
76,601
-7,937
-9% -$152K 0.22% 99
2022
Q2
$1.74M Sell
84,538
-5,905
-7% -$122K 0.23% 96
2022
Q1
$2.18M Buy
90,443
+29,453
+48% +$710K 0.22% 90
2021
Q4
$1.59M Buy
60,990
+6,536
+12% +$170K 0.15% 155
2021
Q3
$1.36M Buy
54,454
+1,478
+3% +$36.9K 0.15% 163
2021
Q2
$1.36M Buy
52,976
+44,426
+520% +$1.14M 0.15% 161
2021
Q1
$212K Buy
+8,550
New +$212K 0.03% 568