GGM Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-18,560
| Closed | -$2.26M | – | 98 |
|
2021
Q3 | $2.26M | Sell |
18,560
-6,780
| -27% | -$826K | 1.79% | 12 |
|
2021
Q2 | $2.95M | Sell |
25,340
-3,378
| -12% | -$394K | 2.51% | 9 |
|
2021
Q1 | $3.47M | Buy |
28,718
+7,849
| +38% | +$948K | 2.77% | 9 |
|
2020
Q4 | $2.96M | Buy |
+20,869
| New | +$2.96M | 2.92% | 9 |
|