Moulton 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
Q3
Sell
-2,980
Closed -$390K 29
2021
Q2
$390K Sell
2,980
-1,929
-39% -$252K 0.28% 35
2021
Q1
$608K Buy
+4,909
New +$608K 0.46% 29