FWM
Fairhaven Wealth Management’s ARK Innovation ETF ARKK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-31,309
| Closed | -$3.46M | – | 123 |
|
|
2021
Q3 | $3.46M | Buy |
31,309
+293
| +0.9% | +$32.4K | 1.43% | 19 |
|
|
2021
Q2 | $4.06M | Sell |
31,016
-283
| -0.9% | -$37K | 1.62% | 12 |
|
|
2021
Q1 | $3.75M | Buy |
31,299
+27,921
| +827% | +$3.35M | 1.57% | 13 |
|
|
2020
Q4 | $420K | Buy |
+3,378
| New | +$420K | 0.18% | 61 |
|