Carson Wealth (CWM LLC)’s ARK Space & Defense Innovation ETF ARKX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $502K | Buy |
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|
2025
Q2 | $419K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $144K | Sell |
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|
2022
Q2 | $160K | Sell |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q2 | $559K | Hold |
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|
2021
Q1 | $559K | Hold |
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|
2020
Q4 | $559K | Hold |
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|
2020
Q3 | $559K | Hold |
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|
2020
Q2 | $559K | Hold |
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|
2020
Q1 | $559K | Hold |
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|
2019
Q4 | $559K | Hold |
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|
2019
Q3 | $559K | Hold |
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|
2019
Q2 | $559K | Hold |
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|
2019
Q1 | $559K | Buy |
|