BerganKDV 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-44
| Closed | -$2K | – | 963 |
|
2022
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 806 |
|
2022
Q1 | $3K | Sell |
44
-42
| -49% | -$2.86K | ﹤0.01% | 784 |
|
2021
Q4 | $8K | Sell |
86
-100
| -54% | -$9.3K | ﹤0.01% | 692 |
|
2021
Q3 | $21K | Hold |
186
| – | – | ﹤0.01% | 518 |
|
2021
Q2 | $24K | Buy |
186
+86
| +86% | +$11.1K | ﹤0.01% | 492 |
|
2021
Q1 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 552 |
|