Blue Zone 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
2022
Q2
Sell
-15,388
Closed -$1.02M 90
2022
Q1
$1.02M Buy
15,388
+6,376
+71% +$423K 0.38% 56
2021
Q4
$852K Buy
9,012
+2,181
+32% +$206K 0.28% 62
2021
Q3
$755K Sell
6,831
-3,321
-33% -$367K 0.26% 65
2021
Q2
$1.33M Buy
10,152
+1,963
+24% +$257K 0.5% 61
2021
Q1
$982K Buy
+8,189
New +$982K 0.42% 60