Caliber Wealth Management (Utah)’s ARK Innovation ETF ARKK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,688
Closed -$442K 76
2021
Q1
$442K Buy
3,688
+406
+12% +$48.7K 0.32% 63
2020
Q4
$409K Buy
+3,282
New +$409K 0.4% 60