Cardinal Point Wealth Management Partners’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,609
| Closed | -$206K | – | 81 |
|
|
2022
Q4 | $206K | Sell |
6,609
-26,065
| -80% | -$814K | 0.07% | 65 |
|
|
2022
Q3 | $1.23M | Sell |
32,674
-4,880
| -13% | -$183K | 0.59% | 15 |
|
|
2022
Q2 | $1.5M | Sell |
37,554
-7,251
| -16% | -$289K | 0.72% | 16 |
|
|
2022
Q1 | $2.97M | Sell |
44,805
-23,650
| -35% | -$1.57M | 1.32% | 12 |
|
|
2021
Q4 | $6.48M | Buy |
+68,455
| New | +$6.48M | 2.81% | 10 |
|