Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$6.59K | – | 530 |
|
|
2024
Q2 | $6.59K | Hold |
150
| – | – | ﹤0.01% | 424 |
|
|
2024
Q1 | $7.51K | Hold |
150
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $7.86K | Hold |
150
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $5.95K | Hold |
150
| – | – | ﹤0.01% | 296 |
|
|
2023
Q2 | $6.62K | Sell |
150
-35
| -19% | -$1.55K | ﹤0.01% | 296 |
|
|
2023
Q1 | $7.46K | Hold |
185
| – | – | ﹤0.01% | 289 |
|
|
2022
Q4 | $5.78K | Hold |
185
| – | – | ﹤0.01% | 394 |
|
|
2022
Q3 | $7K | Buy |
185
+150
| +429% | +$5.68K | ﹤0.01% | 310 |
|
|
2022
Q2 | $1K | Sell |
35
-150
| -81% | -$4.29K | ﹤0.01% | 363 |
|
|
2022
Q1 | $12K | Hold |
185
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $17K | Buy |
+185
| New | +$17K | 0.01% | 336 |
|