Sugarloaf Wealth Management’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.76K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.82K | Hold |
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|
2023
Q2 | $7.59K | Hold |
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|
2023
Q1 | $6.94K | Hold |
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|
2022
Q4 | $5.37K | Hold |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $55K | Buy |
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|
2021
Q1 | $85 | Sell |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $16K | Buy |
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|
2020
Q2 | $8K | Sell |
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|
2020
Q1 | $21K | Buy |
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|
2019
Q4 | $6K | Buy |
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