Vishria Bird Financial Group’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-84,074
| Closed | -$5.57M | – | 59 |
|
2022
Q1 | $5.57M | Buy |
84,074
+2,195
| +3% | +$146K | 3.08% | 13 |
|
2021
Q4 | $7.75M | Buy |
81,879
+8,572
| +12% | +$811K | 3.6% | 10 |
|
2021
Q3 | $8.1M | Buy |
73,307
+1,696
| +2% | +$187K | 4.25% | 9 |
|
2021
Q2 | $9.37M | Buy |
71,611
+2,397
| +3% | +$313K | 4.61% | 7 |
|
2021
Q1 | $8.3M | Buy |
+69,214
| New | +$8.3M | 4.58% | 7 |
|