United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,618
| Closed | -$312K | – | 1126 |
|
|
2022
Q1 | $312K | Buy |
4,618
+1,056
| +30% | +$71.3K | ﹤0.01% | 972 |
|
|
2021
Q4 | $274K | Buy |
3,562
+587
| +20% | +$45.2K | ﹤0.01% | 1048 |
|
|
2021
Q3 | $232K | Sell |
2,975
-150
| -5% | -$11.7K | ﹤0.01% | 1086 |
|
|
2021
Q2 | $269K | Sell |
3,125
-2,640
| -46% | -$227K | ﹤0.01% | 1047 |
|
|
2021
Q1 | $484K | Buy |
5,765
+280
| +5% | +$23.5K | ﹤0.01% | 850 |
|
|
2020
Q4 | $418K | Buy |
5,485
+175
| +3% | +$13.3K | ﹤0.01% | 893 |
|
|
2020
Q3 | $305K | Sell |
5,310
-1,987
| -27% | -$114K | ﹤0.01% | 947 |
|
|
2020
Q2 | $345K | Hold |
7,297
| – | – | ﹤0.01% | 965 |
|
|
2020
Q1 | $242K | Hold |
7,297
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q4 | $271K | Hold |
7,297
| – | – | ﹤0.01% | 1165 |
|
|
2019
Q3 | $231K | Hold |
7,297
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q2 | $246K | Buy |
+7,297
| New | +$246K | ﹤0.01% | 1271 |
|