Sugarloaf Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-72
Closed -$2.18K 696
2023
Q1
$2.18K Hold
72
﹤0.01% 611
2022
Q4
$2.05K Sell
72
-1
-1% -$28 ﹤0.01% 673
2022
Q3
$3K Sell
73
-60
-45% -$2.47K ﹤0.01% 655
2022
Q2
$4K Hold
133
﹤0.01% 610
2022
Q1
$6K Buy
133
+61
+85% +$2.75K ﹤0.01% 535
2021
Q4
$4K Hold
72
﹤0.01% 602
2021
Q3
$5K Sell
72
-250
-78% -$17.4K ﹤0.01% 595
2021
Q2
$30K Sell
322
-390
-55% -$36.3K 0.01% 349
2021
Q1
$54 Buy
+712
New +$54 0.02% 258