Echo Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,269
| Closed | -$215K | – | 47 |
|
|
2025
Q1 | $215K | Sell |
2,269
-41
| -2% | -$3.88K | 0.15% | 50 |
|
|
2024
Q4 | $249K | Sell |
2,310
-276
| -11% | -$29.8K | 0.17% | 43 |
|
|
2024
Q3 | $221K | Sell |
2,586
-588
| -19% | -$50.2K | 0.15% | 46 |
|
|
2024
Q2 | $248K | Buy |
3,174
+200
| +7% | +$15.6K | 0.19% | 41 |
|
|
2024
Q1 | $248K | Sell |
2,974
-92
| -3% | -$7.66K | 0.21% | 40 |
|
|
2023
Q4 | $226K | Buy |
+3,066
| New | +$226K | 0.21% | 38 |
|
|
2023
Q3 | – | Sell |
-3,732
| Closed | -$248K | – | 39 |
|
|
2023
Q2 | $248K | Sell |
3,732
-474
| -11% | -$31.6K | 0.27% | 36 |
|
|
2023
Q1 | $225K | Buy |
+4,206
| New | +$225K | 0.25% | 37 |
|
|
2022
Q4 | – | Sell |
-5,609
| Closed | -$267K | – | 44 |
|
|
2022
Q3 | $267K | Buy |
5,609
+102
| +2% | +$4.86K | 0.35% | 35 |
|
|
2022
Q2 | $309K | Sell |
5,507
-116
| -2% | -$6.51K | 0.41% | 36 |
|
|
2022
Q1 | $430K | Sell |
5,623
-72
| -1% | -$5.51K | 0.51% | 34 |
|
|
2021
Q4 | $608K | Sell |
5,695
-103
| -2% | -$11K | 0.69% | 31 |
|
|
2021
Q3 | $827K | Hold |
5,798
| – | – | 0.98% | 25 |
|
|
2021
Q2 | $863K | Sell |
5,798
-312
| -5% | -$46.4K | 1.1% | 24 |
|
|
2021
Q1 | $901K | Buy |
6,110
+1,079
| +21% | +$159K | 1.13% | 23 |
|
|
2020
Q4 | $736K | Buy |
+5,031
| New | +$736K | 0.96% | 23 |
|