Liberty Wealth Management’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,301
| Closed | -$144K | – | 224 |
|
|
2021
Q3 | $144K | Sell |
1,301
-74
| -5% | -$8.19K | 0.05% | 220 |
|
|
2021
Q2 | $167K | Buy |
1,375
+729
| +113% | +$88.5K | 0.06% | 153 |
|
|
2021
Q1 | $92K | Hold |
646
| – | – | 0.04% | 189 |
|
|
2020
Q4 | $92K | Buy |
646
+623
| +2,709% | +$88.7K | 0.05% | 187 |
|
|
2020
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 743 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$14K | – | 863 |
|
|
2019
Q2 | $14K | Buy |
+300
| New | +$14K | 0.01% | 462 |
|