Sargent Bickham Lagudis’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
Q4 | $21.9K | Buy |
702
+121
| +21% | +$3.78K | ﹤0.01% | 587 |
|
2022
Q3 | $22K | Hold |
581
| – | – | ﹤0.01% | 551 |
|
2022
Q2 | $23K | Hold |
581
| – | – | ﹤0.01% | 559 |
|
2022
Q1 | $39K | Sell |
581
-550
| -49% | -$36.9K | ﹤0.01% | 499 |
|
2021
Q4 | $107K | Hold |
1,131
| – | – | 0.01% | 323 |
|
2021
Q3 | $125K | Hold |
1,131
| – | – | 0.01% | 300 |
|
2021
Q2 | $148K | Hold |
1,131
| – | – | 0.01% | 295 |
|
2021
Q1 | $136K | Buy |
1,131
+550
| +95% | +$66.1K | 0.01% | 297 |
|
2020
Q4 | $72K | Buy |
+581
| New | +$72K | 0.01% | 367 |
|
2019
Q1 | – | Sell |
-60
| Closed | -$2K | – | 803 |
|
2018
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 711 |
|
2018
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 713 |
|
2018
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 696 |
|