Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $410K | Hold |
16,000
| – | – | 0.09% | 137 |
|
|
2024
Q2 | $376K | Sell |
16,000
-500
| -3% | -$11.7K | 0.09% | 139 |
|
|
2024
Q1 | $475K | Buy |
16,500
+500
| +3% | +$14.4K | 0.11% | 128 |
|
|
2023
Q4 | $525K | Buy |
+16,000
| New | +$525K | 0.12% | 118 |
|
|
2023
Q3 | – | Sell |
-6,350
| Closed | -$216K | – | 172 |
|
|
2023
Q2 | $216K | Buy |
+6,350
| New | +$216K | 0.06% | 163 |
|