APWA
Atlas Private Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
28,760
+11,786
| +69% | +$828K | 0.26% | 55 |
|
|
2025
Q1 | $808K | Buy |
+16,974
| New | +$808K | 0.11% | 88 |
|
|
2022
Q1 | – | Sell |
-25,830
| Closed | -$2.44M | – | 135 |
|
|
2021
Q4 | $2.44M | Buy |
25,830
+20,940
| +428% | +$1.98M | 1.13% | 25 |
|
|
2021
Q3 | $540K | Buy |
4,890
+4,860
| +16,200% | +$537K | 0.28% | 84 |
|
|
2021
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 586 |
|
|
2021
Q1 | – | Sell |
-51
| Closed | -$6K | – | 849 |
|
|
2020
Q4 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 484 |
|