Concord Wealth Partners’s ARK Genomic Revolution ETF ARKG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-114
Closed -$4K 217
2022
Q2
$4K Buy
114
+14
+14% +$491 ﹤0.01% 848
2022
Q1
$5K Hold
100
﹤0.01% 895
2021
Q4
$6K Hold
100
﹤0.01% 892
2021
Q3
$7K Hold
100
﹤0.01% 523
2021
Q2
$9K Hold
100
﹤0.01% 635
2021
Q1
$9K Hold
100
﹤0.01% 592
2020
Q4
$9K Buy
+100
New +$9K 0.01% 366