Concord Wealth Partners’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
2026
Q1
Sell
2025
Q4
$5.62K Hold
2025
Q3
$6.3K Sell
2025
Q2
$5.2K Hold
2025
Q1
$3.52K Sell
2024
Q4
$44.5K Sell
2024
Q3
$37.6K Hold
2024
Q2
$34.8K Sell
2024
Q1
$41K Sell
2023
Q4
$63.5K Buy
2023
Q3
$36.5K Sell
2023
Q2
$62.3K Buy
2023
Q1
$22.7K Sell
2022
Q4
$436K Sell
2022
Q3
$2.5M Buy
2022
Q2
$2.16M Sell
2022
Q1
$4.19M Buy
2021
Q4
$4.88M Sell
2021
Q3
$7.07M Sell
2021
Q2
$9.68M Buy
2021
Q1
$5.34M Buy
2020
Q4
$59K Buy