IAM Advisory’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
Q2
Sell
-1,800
Closed -$215K 53
2021
Q1
$215K Sell
1,800
-437
-20% -$52.2K 0.09% 65
2020
Q4
$327K Buy
+2,237
New +$327K 0.16% 55