BDO Wealth Advisors’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 | $8.83K | Hold |
200
| – | – | ﹤0.01% | 713 |
|
2023
Q1 | $8.07K | Hold |
200
| – | – | ﹤0.01% | 742 |
|
2022
Q4 | $6.25K | Hold |
200
| – | – | ﹤0.01% | 744 |
|
2022
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 740 |
|
2022
Q2 | $8K | Sell |
200
-18
| -8% | -$720 | ﹤0.01% | 707 |
|
2022
Q1 | $14K | Sell |
218
-87
| -29% | -$5.59K | ﹤0.01% | 660 |
|
2021
Q4 | $29K | Hold |
305
| – | – | ﹤0.01% | 549 |
|
2021
Q3 | $34K | Hold |
305
| – | – | ﹤0.01% | 504 |
|
2021
Q2 | $40K | Buy |
+305
| New | +$40K | ﹤0.01% | 494 |
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 1155 |
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 922 |
|
2020
Q3 | – | Sell |
-115
| Closed | -$8K | – | 868 |
|
2020
Q2 | $8K | Buy |
+115
| New | +$8K | ﹤0.01% | 520 |
|