JFS Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-403
| Closed | -$23.3K | – | 2007 |
|
|
2023
Q4 | $23.3K | Hold |
403
| – | – | ﹤0.01% | 553 |
|
|
2023
Q3 | $21.1K | Hold |
403
| – | – | ﹤0.01% | 536 |
|
|
2023
Q2 | $22.7K | Sell |
403
-679
| -63% | -$38.3K | ﹤0.01% | 516 |
|
|
2023
Q1 | $54.4K | Hold |
1,082
| – | – | 0.01% | 362 |
|
|
2022
Q4 | $44.4K | Sell |
1,082
-7
| -0.6% | -$287 | ﹤0.01% | 383 |
|
|
2022
Q3 | $49K | Buy |
1,089
+7
| +0.6% | +$315 | 0.01% | 376 |
|
|
2022
Q2 | $54K | Hold |
1,082
| – | – | 0.01% | 383 |
|
|
2022
Q1 | $73K | Hold |
1,082
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $83K | Hold |
1,082
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $84K | Buy |
+1,082
| New | +$84K | 0.01% | 340 |
|