Householder Group Estate & Retirement Specialist’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,349
| Closed | -$64K | – | 569 |
|
2024
Q3 | $64K | Sell |
1,349
-354
| -21% | -$16.8K | 0.02% | 442 |
|
2024
Q2 | $74K | Sell |
1,703
-24,221
| -93% | -$1.05M | 0.02% | 404 |
|
2024
Q1 | $1.3M | Buy |
25,924
+13,375
| +107% | +$670K | 0.39% | 52 |
|
2023
Q4 | $657K | Buy |
12,549
+974
| +8% | +$51K | 0.22% | 94 |
|
2023
Q3 | $459K | Buy |
+11,575
| New | +$459K | 0.17% | 112 |
|
2023
Q1 | $17K | Buy |
+427
| New | +$17K | 0.01% | 664 |
|
2022
Q4 | – | Sell |
-587
| Closed | -$22K | – | 379 |
|
2022
Q3 | $22K | Buy |
+587
| New | +$22K | 0.01% | 554 |
|