KA
UDF
Kovack Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,092
| Closed | – | – | 744 |
|
|
2022
Q1 | $0 | Buy |
+18,092
| New | – | ﹤0.01% | 811 |
|
|
2021
Q1 | – | Sell |
-14,787
| Closed | -$21K | – | 676 |
|
|
2020
Q4 | $21K | Buy |
14,787
+3,025
| +26% | +$4.3K | ﹤0.01% | 579 |
|
|
2020
Q3 | $16K | Hold |
11,762
| – | – | ﹤0.01% | 492 |
|
|
2020
Q2 | $19K | Sell |
11,762
-550
| -4% | -$888 | ﹤0.01% | 468 |
|
|
2020
Q1 | $21K | Buy |
+12,312
| New | +$21K | ﹤0.01% | 444 |
|
|
2019
Q4 | – | Sell |
-23,539
| Closed | -$86K | – | 548 |
|
|
2019
Q3 | $86K | Hold |
23,539
| – | – | 0.02% | 453 |
|
|
2019
Q2 | $97K | Sell |
23,539
-1,000
| -4% | -$4.12K | 0.02% | 421 |
|
|
2019
Q1 | $131K | Hold |
24,539
| – | – | 0.03% | 398 |
|
|
2018
Q4 | $92K | Hold |
24,539
| – | – | 0.03% | 378 |
|
|
2018
Q3 | $113K | Buy |
24,539
+1,106
| +5% | +$5.09K | 0.03% | 408 |
|
|
2018
Q2 | $78K | Hold |
23,433
| – | – | 0.02% | 398 |
|
|
2018
Q1 | $80K | Buy |
+23,433
| New | +$80K | 0.02% | 455 |
|
|
2017
Q4 | – | Sell |
-25,807
| Closed | -$92K | – | 490 |
|
|
2017
Q3 | $92K | Sell |
25,807
-219
| -0.8% | -$781 | 0.03% | 332 |
|
|
2017
Q2 | $78K | Sell |
26,026
-1,694
| -6% | -$5.08K | 0.02% | 358 |
|
|
2017
Q1 | $53K | Hold |
27,720
| – | – | 0.02% | 286 |
|
|
2016
Q4 | $83K | Sell |
27,720
-5,517
| -17% | -$16.5K | 0.04% | 244 |
|
|
2016
Q3 | $106K | Buy |
33,237
+1,250
| +4% | +$3.99K | 0.05% | 241 |
|
|
2016
Q2 | $102K | Sell |
31,987
-757
| -2% | -$2.41K | 0.05% | 242 |
|
|
2016
Q1 | $105K | Sell |
32,744
-19,380
| -37% | -$62.1K | 0.07% | 218 |
|
|
2015
Q4 | $573K | Buy |
52,124
+15,372
| +42% | +$169K | 0.38% | 73 |
|
|
2015
Q3 | $647K | Sell |
36,752
-1,171
| -3% | -$20.6K | 0.45% | 56 |
|
|
2015
Q2 | $663K | Sell |
37,923
-3,141
| -8% | -$54.9K | 0.47% | 50 |
|
|
2015
Q1 | $719K | Buy |
41,064
+2,911
| +8% | +$51K | 0.61% | 39 |
|
|
2014
Q4 | $700K | Buy |
38,153
+5,726
| +18% | +$105K | 0.72% | 32 |
|
|
2014
Q3 | $643K | Buy |
+32,427
| New | +$643K | 0.95% | 25 |
|