CreativeOne Wealth’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
2,133
-1,211
| -36% | -$196K | 0.01% | 874 |
|
|
2025
Q1 | $357K | Sell |
3,344
-843
| -20% | -$90K | 0.01% | 804 |
|
|
2024
Q4 | $517K | Buy |
4,187
+1,557
| +59% | +$192K | 0.02% | 681 |
|
|
2024
Q3 | $376K | Sell |
2,630
-994
| -27% | -$142K | 0.01% | 719 |
|
|
2024
Q2 | $593K | Buy |
3,624
+1,490
| +70% | +$244K | 0.03% | 438 |
|
|
2024
Q1 | $267K | Buy |
+2,134
| New | +$267K | 0.01% | 751 |
|