Peak Financial Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-33,390
| Closed | -$2.57M | – | 82 |
|
|
2021
Q4 | $2.57M | Buy |
33,390
+3,887
| +13% | +$299K | 1.98% | 18 |
|
|
2021
Q3 | $2.3M | Buy |
29,503
+412
| +1% | +$32.2K | 2.03% | 16 |
|
|
2021
Q2 | $2.51M | Buy |
29,091
+1,136
| +4% | +$97.9K | 2.16% | 14 |
|
|
2021
Q1 | $2.35M | Sell |
27,955
-31,247
| -53% | -$2.62M | 1.98% | 13 |
|
|
2020
Q4 | $4.52M | Buy |
+59,202
| New | +$4.52M | 3.89% | 6 |
|