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Avantax Planning Partners’s ARK Innovation ETF ARKK Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-100
Closed -$5K – 337
2018
Q3 		$5K Buy
+100
New +$4.71K ﹤0.01% 1072
2018
Q2 		– Sell
-250
Closed -$10K – 318
2018
Q1 		$10K Buy
+250
New +$10.2K ﹤0.01% 1037

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Commonwealth Equity Services
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SCA
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CAN
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HighTower Advisors
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CFA
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Cambridge Investment Research Advisors
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