Wells Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-129
| Closed | -$4.03K | – | 66 |
|
|
2022
Q4 | $4.03K | Sell |
129
-213
| -62% | -$6.65K | ﹤0.01% | 62 |
|
|
2022
Q3 | $13K | Hold |
342
| – | – | 0.01% | 60 |
|
|
2022
Q2 | $14K | Hold |
342
| – | – | 0.01% | 52 |
|
|
2022
Q1 | $23K | Hold |
342
| – | – | 0.02% | 52 |
|
|
2021
Q4 | $32K | Hold |
342
| – | – | 0.03% | 54 |
|
|
2021
Q3 | $38K | Buy |
342
+17
| +5% | +$1.89K | 0.03% | 51 |
|
|
2021
Q2 | $43K | Sell |
325
-1,860
| -85% | -$246K | 0.04% | 51 |
|
|
2021
Q1 | $262K | Buy |
2,185
+924
| +73% | +$111K | 0.24% | 36 |
|
|
2020
Q4 | $157K | Buy |
+1,261
| New | +$157K | 0.13% | 38 |
|