Carson Wealth (CWM LLC)’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.62M | Buy |
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|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $851K | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | $452K | Buy |
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|
2022
Q1 | $610K | Buy |
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|
2021
Q4 | $629K | Buy |
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|
2021
Q2 | $771K | Hold |
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|
2021
Q1 | $771K | Hold |
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|
2020
Q4 | $771K | Hold |
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|
2020
Q3 | $771K | Hold |
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|
2020
Q2 | $771K | Hold |
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|
2020
Q1 | $771K | Hold |
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|
2019
Q4 | $771K | Hold |
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|
2019
Q3 | $771K | Hold |
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|
2019
Q2 | $771K | Hold |
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|
2019
Q1 | $771K | Buy |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $7K | Buy |
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