LWP
Legacy Wealth Planning’s ARK Innovation ETF ARKK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $409K | Buy |
10,853
+812
| +8% | +$30.6K | 0.68% | 36 |
|
|
2022
Q2 | $400K | Buy |
10,041
+166
| +2% | +$6.61K | 0.57% | 39 |
|
|
2022
Q1 | $655K | Buy |
9,875
+994
| +11% | +$65.9K | 0.77% | 31 |
|
|
2021
Q4 | $840K | Sell |
8,881
-1,254
| -12% | -$119K | 0.96% | 25 |
|
|
2021
Q3 | $1.12M | Buy |
10,135
+360
| +4% | +$39.8K | 1.25% | 20 |
|
|
2021
Q2 | $1.28M | Buy |
9,775
+205
| +2% | +$26.8K | 1.46% | 17 |
|
|
2021
Q1 | $1.15M | Buy |
9,570
+1,631
| +21% | +$196K | 1.46% | 18 |
|
|
2020
Q4 | $988K | Buy |
7,939
+327
| +4% | +$40.7K | 1.27% | 21 |
|
|
2020
Q3 | $700K | Buy |
7,612
+150
| +2% | +$13.8K | 0.8% | 27 |
|
|
2020
Q2 | $532K | Buy |
7,462
+7,186
| +2,604% | +$512K | 0.63% | 32 |
|
|
2020
Q1 | $276K | Buy |
+276
| New | +$276K | 0.44% | 49 |
|