Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-391
| Closed | -$20.5K | – | 209 |
|
|
2023
Q4 | $20.5K | Buy |
+391
| New | +$20.5K | 0.01% | 491 |
|
|
2023
Q1 | – | Sell |
-6,363
| Closed | -$199K | – | 492 |
|
|
2022
Q4 | $199K | Sell |
6,363
-2,827
| -31% | -$88.3K | 0.1% | 203 |
|
|
2022
Q3 | $347K | Buy |
9,190
+1,043
| +13% | +$39.4K | 0.23% | 114 |
|
|
2022
Q2 | $325K | Sell |
8,147
-5
| -0.1% | -$199 | 0.21% | 124 |
|
|
2022
Q1 | $540K | Buy |
+8,152
| New | +$540K | 0.34% | 79 |
|