Kovack Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,491
| Closed | -$396K | – | 618 |
|
|
2023
Q4 | $396K | Buy |
11,491
+200
| +2% | +$6.9K | 0.05% | 358 |
|
|
2023
Q3 | $345K | Buy |
11,291
+2,400
| +27% | +$73.3K | 0.05% | 350 |
|
|
2023
Q2 | $294K | Sell |
8,891
-600
| -6% | -$19.8K | 0.04% | 419 |
|
|
2023
Q1 | $298K | Sell |
9,491
-200
| -2% | -$6.28K | 0.04% | 411 |
|
|
2022
Q4 | $247K | Buy |
9,691
+500
| +5% | +$12.8K | 0.04% | 457 |
|
|
2022
Q3 | $219K | Buy |
+9,191
| New | +$219K | 0.03% | 500 |
|