CWP
Cyndeo Wealth Partners’s ARK Innovation ETF ARKK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
5,550
-227
| -4% | -$16K | 0.02% | 337 |
|
|
2025
Q1 | $275K | Sell |
5,777
-54
| -0.9% | -$2.57K | 0.02% | 382 |
|
|
2024
Q4 | $331K | Sell |
5,831
-53
| -0.9% | -$3.01K | 0.02% | 355 |
|
|
2024
Q3 | $280K | Sell |
5,884
-1,875
| -24% | -$89.1K | 0.02% | 383 |
|
|
2024
Q2 | $341K | Buy |
7,759
+79
| +1% | +$3.47K | 0.03% | 323 |
|
|
2024
Q1 | $385K | Buy |
+7,680
| New | +$385K | 0.03% | 294 |
|