Sequoia Financial Advisors’s ARK Web x.0 ETF ARKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,574
| Closed | -$214K | – | 1205 |
|
|
2024
Q1 | $214K | Sell |
2,574
-125
| -5% | -$10.4K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $205K | Buy |
+2,699
| New | +$205K | ﹤0.01% | 1099 |
|
|
2022
Q2 | – | Sell |
-2,871
| Closed | -$250K | – | 600 |
|
|
2022
Q1 | $250K | Sell |
2,871
-969
| -25% | -$84.4K | 0.01% | 556 |
|
|
2021
Q4 | $455K | Buy |
3,840
+1,758
| +84% | +$208K | 0.01% | 344 |
|
|
2021
Q3 | $289K | Sell |
2,082
-3,498
| -63% | -$486K | 0.03% | 207 |
|
|
2021
Q2 | $860K | Buy |
5,580
+852
| +18% | +$131K | 0.03% | 217 |
|
|
2021
Q1 | $697K | Buy |
+4,728
| New | +$697K | 0.03% | 217 |
|