SFWA
Summit Financial Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,295
| Closed | -$285K | – | 135 |
|
|
2022
Q1 | $285K | Buy |
4,295
+1,000
| +30% | +$66.4K | 0.06% | 105 |
|
|
2021
Q4 | $305K | Buy |
3,295
+165
| +5% | +$15.3K | 0.06% | 107 |
|
|
2021
Q3 | $346K | Hold |
3,130
| – | – | 0.08% | 91 |
|
|
2021
Q2 | $409K | Buy |
+3,130
| New | +$409K | 0.09% | 90 |
|