Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,299
| Closed | -$57.3K | – | 150 |
|
|
2023
Q2 | $57.3K | Hold |
1,299
| – | – | 0.06% | 189 |
|
|
2023
Q1 | $52.4K | Buy |
1,299
+670
| +107% | +$27K | 0.05% | 194 |
|
|
2022
Q4 | $19.7K | Sell |
629
-176
| -22% | -$5.5K | 0.02% | 252 |
|
|
2022
Q3 | $30K | Sell |
805
-30
| -4% | -$1.12K | 0.02% | 207 |
|
|
2022
Q2 | $33K | Buy |
835
+314
| +60% | +$12.4K | 0.02% | 222 |
|
|
2022
Q1 | $35K | Buy |
521
+155
| +42% | +$10.4K | 0.02% | 238 |
|
|
2021
Q4 | $35K | Buy |
366
+30
| +9% | +$2.87K | 0.02% | 262 |
|
|
2021
Q3 | $37K | Buy |
336
+122
| +57% | +$13.4K | 0.02% | 264 |
|
|
2021
Q2 | $28K | Hold |
214
| – | – | 0.02% | 302 |
|
|
2021
Q1 | $26K | Buy |
214
+46
| +27% | +$5.59K | 0.02% | 299 |
|
|
2020
Q4 | $21K | Buy |
+168
| New | +$21K | 0.01% | 295 |
|