SWA
SFMG Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,493
| Closed | -$214K | – | 300 |
|
|
2021
Q4 | $214K | Hold |
3,493
| – | – | 0.02% | 258 |
|
|
2021
Q3 | $261K | Buy |
3,493
+99
| +3% | +$7.4K | 0.03% | 211 |
|
|
2021
Q2 | $314K | Buy |
+3,394
| New | +$314K | 0.03% | 189 |
|
|
2021
Q1 | – | Sell |
-2,249
| Closed | -$210K | – | 241 |
|
|
2020
Q4 | $210K | Buy |
+2,249
| New | +$210K | 0.03% | 205 |
|