Coastal Bridge Advisors’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $495K | Sell |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $601K | Sell |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $733K | Sell |
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|
2022
Q2 | $782K | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $943K | Sell |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $561K | Buy |
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