Legacy Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $205K | Buy |
+6,242
| New | +$205K | 0.34% | 74 |
|
|
2022
Q2 | – | Sell |
-6,942
| Closed | -$319K | – | 92 |
|
|
2022
Q1 | $319K | Buy |
6,942
+1,100
| +19% | +$50.5K | 0.38% | 54 |
|
|
2021
Q4 | $358K | Buy |
5,842
+165
| +3% | +$10.1K | 0.41% | 51 |
|
|
2021
Q3 | $424K | Sell |
5,677
-1,300
| -19% | -$97.1K | 0.48% | 48 |
|
|
2021
Q2 | $645K | Buy |
6,977
+825
| +13% | +$76.3K | 0.73% | 35 |
|
|
2021
Q1 | $546K | Buy |
+6,152
| New | +$546K | 0.7% | 38 |
|