Lighthouse Financial Advisors’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
Q1 | $10M | Buy |
83,732
+5,759
| +7% | +$691K | 3.04% | 5 |
|
2020
Q4 | $9.71M | Sell |
77,973
-3,788
| -5% | -$472K | 3.29% | 4 |
|
2020
Q3 | $7.52M | Buy |
81,761
+8,629
| +12% | +$794K | 2.86% | 4 |
|
2020
Q2 | $5.15M | Buy |
73,132
+20,352
| +39% | +$1.43M | 2.17% | 5 |
|
2020
Q1 | $2.32M | Buy |
52,780
+48,241
| +1,063% | +$2.12M | 1.41% | 13 |
|
2019
Q4 | $227K | Buy |
+4,539
| New | +$227K | 0.11% | 71 |
|