Summit Financial Strategies’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
2022
Q2
Sell
-5,112
Closed -$235K 120
2022
Q1
$235K Hold
5,112
0.05% 102
2021
Q4
$313K Buy
5,112
+260
+5% +$15.9K 0.06% 90
2021
Q3
$363K Hold
4,852
0.07% 75
2021
Q2
$449K Buy
4,852
+1,998
+70% +$185K 0.09% 69
2021
Q1
$253K Buy
+2,854
New +$253K 0.09% 58