YHB Investment 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
2022
Q1
Sell
-6,691
Closed -$633K 298
2021
Q4
$633K Buy
6,691
+89
+1% +$8.42K 0.05% 193
2021
Q3
$730K Buy
6,602
+570
+9% +$63K 0.06% 180
2021
Q2
$789K Buy
6,032
+2,089
+53% +$273K 0.07% 182
2021
Q1
$490K Buy
+3,943
New +$490K 0.04% 201