AWA
Arkadios Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-38,735
| Closed | -$2.89M | – | 640 |
|
2021
Q3 | $2.89M | Sell |
38,735
-18,579
| -32% | -$1.39M | 0.42% | 57 |
|
2021
Q2 | $5.3M | Sell |
57,314
-14,039
| -20% | -$1.3M | 0.65% | 21 |
|
2021
Q1 | $6.33M | Buy |
71,353
+3,162
| +5% | +$281K | 1.04% | 12 |
|
2020
Q4 | $6.36M | Buy |
+68,191
| New | +$6.36M | 1.33% | 8 |
|