CFGSD
Compass Financial Group (South Dakota)’s ARK Innovation ETF ARKK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Buy |
+3,691
| New | +$259K | 0.04% | 81 |
|
2025
Q1 | – | Sell |
-3,879
| Closed | -$220K | – | 95 |
|
2024
Q4 | $220K | Buy |
+3,879
| New | +$220K | 0.04% | 87 |
|
2024
Q2 | – | Sell |
-4,287
| Closed | -$215K | – | 91 |
|
2024
Q1 | $215K | Buy |
+4,287
| New | +$215K | 0.05% | 87 |
|