Kovack Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,092
| Closed | – | – | 776 |
|
|
2022
Q1 | $0 | Buy |
+18,092
| New | – | ﹤0.01% | 842 |
|
|
2021
Q1 | – | Sell |
-14,787
| Closed | -$21K | – | 722 |
|
|
2020
Q4 | $21K | Buy |
14,787
+3,025
| +26% | +$4.3K | ﹤0.01% | 582 |
|
|
2020
Q3 | $16K | Hold |
11,762
| – | – | ﹤0.01% | 497 |
|
|
2020
Q2 | $19K | Sell |
11,762
-550
| -4% | -$888 | ﹤0.01% | 470 |
|
|
2020
Q1 | $21K | Buy |
+12,312
| New | +$21K | ﹤0.01% | 447 |
|
|
2019
Q4 | – | Sell |
-23,539
| Closed | -$86K | – | 581 |
|
|
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% | 467 |
|
|
2017
Q4 | – | Sell |
-25,807
| Closed | -$92K | – | 507 |
|
|
2017
Q3 | $92K | Sell |
25,807
-219
| -0.8% | -$781 | 0.03% | 333 |
|
|
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% | 242 |
|
|
2016
Q2 | $102K | Sell |
31,987
-757
| -2% | -$2.41K | 0.05% | 242 |
|
|
2016
Q1 | $105K | Sell |
32,744
-19,380
| -37% | -$173K | 0.07% | 218 |
|
|
2015
Q4 | $573K | Buy |
52,124
+15,372
| +42% | +$247K | 0.38% | 73 |
|
|
2015
Q3 | $647K | Sell |
36,752
-1,171
| -3% | -$20.8K | 0.45% | 56 |
|
|
2015
Q2 | $663K | Sell |
37,923
-3,141
| -8% | -$56K | 0.47% | 50 |
|
|
2015
Q1 | $719K | Buy |
41,064
+2,911
| +8% | +$49.7K | 0.61% | 39 |
|
|
2014
Q4 | $700K | Buy |
38,153
+5,726
| +18% | +$110K | 0.72% | 32 |
|
|
2014
Q3 | $643K | Buy |
+32,427
| New | +$613K | 0.95% | 25 |
|
Kovack Advisors's UDF Position: Q2 2022 in Review
Kovack Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q2 2022, closing a stake of 18,092 shares.
Kovack Advisors first reported a position in UDF in Q3 2014 and held it in 25 quarters. The position peaked at $719K in Q1 2015. 0 funds tracked by Wall St. Rank hold UDF as of Q2 2022.
- Kovack Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q2 2022 after selling out during the quarter.
- Kovack Advisors sold 18,092 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q2 2022.
- Kovack Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2014 and held it in 25 quarters.
- Kovack Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $719K in Q1 2015.
- 0 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q2 2022.
Based on Kovack Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.