JFS Wealth 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
Q2 | – | Sell |
-587
| Closed | -$17.7K | – | 1976 |
|
|
2023
Q1 | $17.7K | Hold |
587
| – | – | ﹤0.01% | 564 |
|
|
2022
Q4 | $16.6K | Sell |
587
-8
| -1% | -$226 | ﹤0.01% | 573 |
|
|
2022
Q3 | $20K | Hold |
595
| – | – | ﹤0.01% | 566 |
|
|
2022
Q2 | $19K | Hold |
595
| – | – | ﹤0.01% | 594 |
|
|
2022
Q1 | $27K | Sell |
595
-368
| -38% | -$16.7K | ﹤0.01% | 534 |
|
|
2021
Q4 | $59K | Buy |
963
+1
| +0.1% | +$61 | 0.01% | 395 |
|
|
2021
Q3 | $72K | Buy |
+962
| New | +$72K | 0.01% | 366 |
|