Alera Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Alera Investment Advisors’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$286K	Sell
2022 Q4	$228K	Sell
2022 Q3	$280K	Sell
2022 Q2	$303K	Hold
2022 Q1	$503K	Sell
2021 Q4	$720K	Buy
2021 Q3	$839K	Hold
2021 Q2	$993K	Buy
2021 Q1	$871K	Buy