Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,814
| Closed | -$266K | – | 81 |
|
|
2021
Q4 | $266K | Sell |
2,814
-43
| -2% | -$4.07K | 0.21% | 64 |
|
|
2021
Q3 | $316K | Sell |
2,857
-506
| -15% | -$56K | 0.28% | 56 |
|
|
2021
Q2 | $440K | Sell |
3,363
-2,420
| -42% | -$317K | 0.38% | 50 |
|
|
2021
Q1 | $694K | Sell |
5,783
-1,358
| -19% | -$163K | 0.59% | 42 |
|
|
2020
Q4 | $889K | Buy |
+7,141
| New | +$889K | 0.77% | 38 |
|