WR Wealth Planners’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $58.7K | Sell |
1,034
-280
| -21% | -$15.9K | 0.02% | 300 |
|
|
2024
Q3 | $62.5K | Sell |
1,314
-75
| -5% | -$3.57K | 0.02% | 308 |
|
|
2024
Q2 | $61K | Sell |
1,389
-100
| -7% | -$4.4K | 0.02% | 305 |
|
|
2024
Q1 | $74.6K | Buy |
+1,489
| New | +$74.6K | 0.02% | 288 |
|
|
2023
Q4 | – | Sell |
-1,780
| Closed | -$70.6K | – | 225 |
|
|
2023
Q3 | $70.6K | Sell |
1,780
-140
| -7% | -$5.55K | 0.03% | 284 |
|
|
2023
Q2 | $84.7K | Buy |
1,920
+74
| +4% | +$3.27K | 0.03% | 261 |
|
|
2023
Q1 | $74.5K | Buy |
+1,846
| New | +$74.5K | 0.03% | 273 |
|