Revolve Wealth Partners’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,294
| Closed | -$335K | – | 147 |
|
|
2023
Q1 | $335K | Hold |
8,294
| – | – | 0.09% | 105 |
|
|
2022
Q4 | $259K | Sell |
8,294
-34
| -0.4% | -$1.06K | 0.07% | 118 |
|
|
2022
Q3 | $314K | Sell |
8,328
-712
| -8% | -$26.8K | 0.1% | 87 |
|
|
2022
Q2 | $361K | Buy |
9,040
+927
| +11% | +$37K | 0.12% | 85 |
|
|
2022
Q1 | $538K | Buy |
8,113
+191
| +2% | +$12.7K | 0.16% | 72 |
|
|
2021
Q4 | $749K | Buy |
+7,922
| New | +$749K | 0.22% | 65 |
|