Accel Wealth Management’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-350
| Closed | -$14.1K | – | 212 |
|
|
2023
Q1 | $14.1K | Hold |
350
| – | – | 0.01% | 798 |
|
|
2022
Q4 | $10.9K | Hold |
350
| – | – | 0.01% | 686 |
|
|
2022
Q3 | $14K | Hold |
350
| – | – | 0.01% | 651 |
|
|
2022
Q2 | $15K | Sell |
350
-20
| -5% | -$857 | 0.01% | 606 |
|
|
2022
Q1 | $25K | Hold |
370
| – | – | 0.01% | 505 |
|
|
2021
Q4 | $35K | Hold |
370
| – | – | 0.02% | 446 |
|
|
2021
Q3 | $41K | Buy |
370
+34
| +10% | +$3.77K | 0.03% | 349 |
|
|
2021
Q2 | $44K | Buy |
336
+20
| +6% | +$2.62K | 0.03% | 362 |
|
|
2021
Q1 | $38K | Sell |
316
-605
| -66% | -$72.8K | 0.03% | 367 |
|
|
2020
Q4 | $115K | Buy |
+921
| New | +$115K | 0.11% | 186 |
|