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 |
|