CIA
Concurrent Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Buy |
113,347
+99,067
| +694% | +$6.96M | 0.15% | 140 |
|
|
2025
Q1 | $679K | Buy |
14,280
+2,172
| +18% | +$103K | 0.02% | 649 |
|
|
2024
Q4 | $687K | Buy |
12,108
+1,519
| +14% | +$86.2K | 0.02% | 578 |
|
|
2024
Q3 | $503K | Sell |
10,589
-1,249
| -11% | -$59.4K | 0.01% | 612 |
|
|
2024
Q2 | $520K | Sell |
11,838
-852
| -7% | -$37.4K | 0.02% | 569 |
|
|
2024
Q1 | $636K | Sell |
12,690
-607
| -5% | -$30.4K | 0.03% | 478 |
|
|
2023
Q4 | $696K | Buy |
+13,297
| New | +$696K | 0.03% | 408 |
|