Carson Wealth (CWM LLC)’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.6M | Buy |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $6.1M | Buy |
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|
2024
Q4 | $6.58M | Buy |
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|
2024
Q3 | $5.05M | Sell |
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|
2024
Q2 | $5.03M | Buy |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | $5.8M | Buy |
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|
2023
Q3 | $3.99M | Buy |
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|
2023
Q2 | $4.35M | Buy |
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|
2023
Q1 | $2.87M | Buy |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $3.99M | Buy |
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|
2021
Q4 | $5.05M | Buy |
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|
2021
Q2 | $5.34M | Hold |
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|
2021
Q1 | $5.34M | Hold |
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|
2020
Q4 | $5.34M | Hold |
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|
2020
Q3 | $5.34M | Hold |
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|
2020
Q2 | $5.34M | Hold |
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|
2020
Q1 | $5.34M | Hold |
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|
2019
Q4 | $5.34M | Hold |
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|
2019
Q3 | $5.34M | Hold |
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|
2019
Q2 | $5.34M | Hold |
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|
2019
Q1 | $5.34M | Buy |
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|
2018
Q4 | $137K | Buy |
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|
2018
Q3 | $13K | Buy |
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