Heritage Wealth Management (Arizona)’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $79.7K | Buy |
2,552
+1,276
| +100% | +$39.9K | 0.01% | 441 |
|
|
2022
Q3 | $48K | Buy |
1,276
+349
| +38% | +$13.1K | 0.02% | 407 |
|
|
2022
Q2 | $37K | Hold |
927
| – | – | 0.01% | 466 |
|
|
2022
Q1 | $61K | Buy |
+927
| New | +$61K | 0.02% | 440 |
|
|
2021
Q3 | $102K | Hold |
927
| – | – | 0.04% | 335 |
|
|
2021
Q2 | $121K | Sell |
927
-284
| -23% | -$37.1K | 0.05% | 306 |
|
|
2021
Q1 | $145K | Buy |
+1,211
| New | +$145K | 0.08% | 201 |
|