SageView Advisory Group’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
-10,828
Closed -$507K 529
2023
Q4
$507K Buy
10,828
+642
+6% +$30.1K 0.02% 394
2023
Q3
$404K Sell
10,186
-608
-6% -$24.1K 0.02% 361
2023
Q2
$476K Buy
+10,794
New +$476K 0.03% 360