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IBEX Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,866
Closed -$764K 437
2021
Q2
$764K Sell
8,866
-4,091
-32% -$353K 0.15% 112
2021
Q1
$1.09M Buy
+12,957
New +$1.09M 0.27% 95