Evolution Wealth Advisors’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
Q1
Sell
-6,429
Closed -$394 124
2021
Q4
$394 Sell
6,429
-1,350
-17% -$83 0.06% 82
2021
Q3
$581K Sell
7,779
-78
-1% -$5.83K 0.12% 57
2021
Q2
$727K Sell
7,857
-115
-1% -$10.6K 0.15% 66
2021
Q1
$707K Buy
7,972
+3,980
+100% +$353K 0.16% 66
2020
Q4
$372K Buy
3,992
+1,865
+88% +$174K 0.08% 82
2020
Q3
$136K Buy
+2,127
New +$136K 0.04% 122