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Caldwell Trust’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Caldwell Trust’s Portfolio ARKF Stock Details ARKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-62
Closed -$1.2K – 705
2023
Q3 		$1.2K Hold
62
– – ﹤0.01% 696
2023
Q2 		$1.3K Hold
62
– – ﹤0.01% 730
2023
Q1 		$1.17K Hold
62
– – ﹤0.01% 717
2022
Q4 		$885 Hold
62
– – ﹤0.01% 718
2022
Q3 		$954 Hold
62
– – ﹤0.01% 713
2022
Q2 		$960 Hold
62
– – ﹤0.01% 731
2022
Q1 		$1.8K Hold
62
– – ﹤0.01% 719
2021
Q4 		$2.53K Hold
62
– – ﹤0.01% 707
2021
Q3 		$3.06K Hold
62
– – ﹤0.01% 694
2021
Q2 		$3.35K Buy
+62
New +$3.17K ﹤0.01% 697

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