Lee Financial Group Hawaii’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-58,043
| Closed | -$3.85K | – | 36 |
|
|
2022
Q1 | $3.85K | Buy |
58,043
+7,890
| +16% | +$523 | 2.62% | 11 |
|
|
2021
Q4 | $4.74M | Sell |
50,153
-3,553
| -7% | -$336K | 3.45% | 10 |
|
|
2021
Q3 | $5.94M | Sell |
53,706
-13,258
| -20% | -$1.47M | 4.37% | 6 |
|
|
2021
Q2 | $8.76M | Buy |
66,964
+749
| +1% | +$98K | 6.31% | 5 |
|
|
2021
Q1 | $7.94M | Buy |
66,215
+21,438
| +48% | +$2.57M | 6.52% | 4 |
|
|
2020
Q4 | $5.57M | Buy |
44,777
+12,413
| +38% | +$1.55M | 4.7% | 6 |
|
|
2020
Q3 | $2.98M | Buy |
32,364
+12,438
| +62% | +$1.14M | 2.47% | 18 |
|
|
2020
Q2 | $1.42M | Buy |
+19,926
| New | +$1.42M | 1.22% | 19 |
|