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 |
|