Highland Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,372
| Closed | -$217K | – | 45 |
|
|
2023
Q2 | $217K | Sell |
6,372
-312
| -5% | -$10.6K | 0.11% | 42 |
|
|
2023
Q1 | $201K | Sell |
6,684
-4,820
| -42% | -$145K | 0.11% | 44 |
|
|
2022
Q4 | $325K | Buy |
11,504
+785
| +7% | +$22.2K | 0.19% | 39 |
|
|
2022
Q3 | $352K | Buy |
10,719
+1,380
| +15% | +$45.3K | 0.24% | 45 |
|
|
2022
Q2 | $294K | Buy |
+9,339
| New | +$294K | 0.2% | 44 |
|