Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-920
| Closed | -$63K | – | 130 |
|
|
2021
Q4 | $63K | Hold |
920
| – | – | 0.03% | 196 |
|
|
2021
Q3 | $115K | Hold |
920
| – | – | 0.06% | 150 |
|
|
2021
Q2 | $115K | Sell |
920
-370
| -29% | -$46.3K | 0.06% | 149 |
|
|
2021
Q1 | $158K | Buy |
1,290
+920
| +249% | +$113K | 0.09% | 124 |
|
|
2020
Q4 | $46K | Hold |
370
| – | – | 0.03% | 203 |
|
|
2020
Q3 | $38K | Buy |
+370
| New | +$38K | 0.03% | 206 |
|