Congress Wealth Management’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
+4,195
| New | +$295K | ﹤0.01% | 1072 |
|
|
2023
Q1 | – | Sell |
-6,870
| Closed | -$215K | – | 557 |
|
|
2022
Q4 | $215K | Sell |
6,870
-16,889
| -71% | -$528K | 0.01% | 528 |
|
|
2022
Q3 | $896K | Sell |
23,759
-143
| -0.6% | -$5.39K | 0.02% | 339 |
|
|
2022
Q2 | $953K | Sell |
23,902
-13,793
| -37% | -$550K | 0.02% | 337 |
|
|
2022
Q1 | $2.5M | Sell |
37,695
-12,639
| -25% | -$838K | 0.05% | 277 |
|
|
2021
Q4 | $4.76M | Buy |
+50,334
| New | +$4.76M | 0.09% | 228 |
|