Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,828
| Closed | -$1.28M | – | 80 |
|
|
2021
Q4 | $1.28M | Buy |
20,828
+3,552
| +21% | +$218K | 0.98% | 30 |
|
|
2021
Q3 | $1.29M | Buy |
17,276
+1,069
| +7% | +$79.9K | 1.14% | 28 |
|
|
2021
Q2 | $1.5M | Buy |
16,207
+2,172
| +15% | +$201K | 1.29% | 31 |
|
|
2021
Q1 | $1.25M | Sell |
14,035
-15,964
| -53% | -$1.42M | 1.05% | 37 |
|
|
2020
Q4 | $2.8M | Buy |
+29,999
| New | +$2.8M | 2.41% | 11 |
|