Blue Bell Private Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.14K Sell
129
-27
-17% -$658 ﹤0.01% 610
2025
Q1
$3.24K Hold
156
﹤0.01% 604
2024
Q4
$3.68K Hold
156
﹤0.01% 568
2024
Q3
$4K Hold
156
﹤0.01% 587
2024
Q2
$3.67K Buy
156
+40
+34% +$940 ﹤0.01% 596
2024
Q1
$3.34K Hold
116
﹤0.01% 605
2023
Q4
$3.81K Hold
116
﹤0.01% 582
2023
Q3
$3.24K Hold
116
﹤0.01% 538
2023
Q2
$3.96K Sell
116
-75
-39% -$2.56K ﹤0.01% 527
2023
Q1
$5.75K Hold
191
﹤0.01% 447
2022
Q4
$5.4K Sell
191
-1
-0.5% -$28 ﹤0.01% 452
2022
Q3
$6K Hold
192
﹤0.01% 428
2022
Q2
$6K Hold
192
﹤0.01% 461
2022
Q1
$9K Sell
192
-25
-12% -$1.17K ﹤0.01% 418
2021
Q4
$13K Sell
217
-85
-28% -$5.09K ﹤0.01% 353
2021
Q3
$22K Hold
302
0.01% 126
2021
Q2
$28K Buy
+302
New +$28K 0.01% 125