Legend Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-281
| Closed | -$6.62K | – | 47 |
|
|
2024
Q4 | $6.62K | Buy |
+281
| New | +$6.62K | ﹤0.01% | 138 |
|
|
2024
Q3 | – | Sell |
-281
| Closed | -$6.6K | – | 168 |
|
|
2024
Q2 | $6.6K | Buy |
+281
| New | +$6.6K | ﹤0.01% | 177 |
|
|
2022
Q2 | – | Sell |
-217,297
| Closed | -$16.2M | – | 32 |
|
|
2022
Q1 | $16.2M | Buy |
217,297
+85,480
| +65% | +$6.39M | 10.31% | 5 |
|
|
2021
Q4 | $8.07M | Sell |
131,817
-85,480
| -39% | -$5.23M | 5.63% | 8 |
|
|
2021
Q3 | $16.2M | Buy |
217,297
+17,255
| +9% | +$1.29M | 10.31% | 5 |
|
|
2021
Q2 | $18.5M | Buy |
200,042
+182,798
| +1,060% | +$16.9M | 11.91% | 4 |
|
|
2021
Q1 | $1.53M | Sell |
17,244
-186,092
| -92% | -$16.5M | 11.61% | 3 |
|
|
2020
Q4 | $19M | Sell |
203,336
-46,091
| -18% | -$4.3M | 15.37% | 3 |
|
|
2020
Q3 | $15.9M | Sell |
249,427
-2,948
| -1% | -$188K | 12.57% | 4 |
|
|
2020
Q2 | $13.2M | Buy |
252,375
+236,467
| +1,486% | +$12.3M | 8.28% | 6 |
|
|
2020
Q1 | $497K | Buy |
+15,908
| New | +$497K | 0.45% | 19 |
|
|
2019
Q4 | – | Sell |
-36,985
| Closed | -$1.09M | – | 31 |
|
|
2019
Q3 | $1.09M | Buy |
36,985
+1,439
| +4% | +$42.5K | 0.93% | 17 |
|
|
2019
Q2 | $1.22M | Buy |
35,546
+13,303
| +60% | +$458K | 1.08% | 16 |
|
|
2019
Q1 | $731K | Buy |
+22,243
| New | +$731K | 0.8% | 18 |
|