Sweet Financial Partners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $517K | Hold |
8,490
| – | – | 0.11% | 125 |
|
2024
Q2 | $468K | Hold |
8,490
| – | – | 0.11% | 123 |
|
2024
Q1 | $464K | Hold |
8,490
| – | – | 0.11% | 130 |
|
2023
Q4 | $490K | Hold |
8,490
| – | – | 0.12% | 122 |
|
2023
Q3 | $445K | Hold |
8,490
| – | – | 0.12% | 112 |
|
2023
Q2 | $478K | Hold |
8,490
| – | – | 0.12% | 111 |
|
2023
Q1 | $427K | Hold |
8,490
| – | – | 0.12% | 112 |
|
2022
Q4 | $348K | Hold |
8,490
| – | – | 0.1% | 123 |
|
2022
Q3 | $383K | Hold |
8,490
| – | – | 0.12% | 111 |
|
2022
Q2 | $425K | Sell |
8,490
-1,898
| -18% | -$95K | 0.13% | 99 |
|
2022
Q1 | $703K | Buy |
10,388
+18
| +0.2% | +$1.22K | 0.19% | 66 |
|
2021
Q4 | $799K | Buy |
+10,370
| New | +$799K | 0.33% | 41 |
|