LEGACY WEALTH PLANNING, LLC – ARK Innovation ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$409,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-5.39%
quarter
ARK Innovation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.09% | 812 shares | 9K | $37.73 | 10.85K |
| Q2 2022 | share | Increase | +1.68% | 166 shares | -255K | $39.88 | 10.04K |
| Q1 2022 | share | Increase | +11.19% | 994 shares | -185K | $66.29 | 9.87K |
| Q4 2021 | share | Decrease | -12.37% | -1.25K shares | -280K | $96.7 | 8.88K |
| Q3 2021 | share | Increase | +3.68% | 360 shares | -158K | $110.53 | 10.13K |
| Q2 2021 | share | Increase | +2.14% | 205 shares | 130K | $130.78 | 9.77K |
| Q1 2021 | share | Increase | +20.54% | 1.63K shares | 160K | $119.95 | 9.57K |
| Q4 2020 | share | Increase | +4.30% | 327 shares | 288K | $124.49 | 7.93K |
| Q3 2020 | share | Increase | +2.01% | 150 shares | 168K | $90.51 | 7.61K |
| Q2 2020 | share | Increase | +2603.62% | 7.18K shares | 256K | $70.16 | 7.46K |
| Q1 2020 | share | Increase | 0.00% | 276 shares | 276K | $43.29 | 276 |