Mascoma Wealth Management’s ARK Space Exploration & Innovation ETF ARKX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-331
| Closed | -$4.56K | – | 471 |
|
|
2023
Q3 | $4.56K | Hold |
331
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $4.96K | Hold |
331
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $4.44K | Hold |
331
| – | – | ﹤0.01% | 490 |
|
|
2022
Q4 | $4.1K | Sell |
331
-835
| -72% | -$10.3K | ﹤0.01% | 510 |
|
|
2022
Q3 | $14K | Hold |
1,166
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $16K | Hold |
1,166
| – | – | 0.01% | 362 |
|
|
2022
Q1 | $21K | Sell |
1,166
-495
| -30% | -$8.92K | 0.01% | 360 |
|
|
2021
Q4 | $31K | Buy |
1,661
+1,560
| +1,545% | +$29.1K | 0.01% | 273 |
|
|
2021
Q3 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 419 |
|