Evermay Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366 Hold
15
﹤0.01% 541
2025
Q1
$312 Hold
15
﹤0.01% 554
2024
Q4
$354 Hold
15
﹤0.01% 545
2024
Q3
$384 Hold
15
﹤0.01% 571
2024
Q2
$353 Hold
15
﹤0.01% 581
2024
Q1
$432 Hold
15
﹤0.01% 578
2023
Q4
$493 Hold
15
﹤0.01% 562
2023
Q3
$418 Hold
15
﹤0.01% 537
2023
Q2
$512 Hold
15
﹤0.01% 526
2023
Q1
$452 Sell
15
-2
-12% -$60 ﹤0.01% 510
2022
Q4
$480 Buy
17
+2
+13% +$56 ﹤0.01% 526
2022
Q3
$0 Hold
15
﹤0.01% 512
2022
Q2
$0 Hold
15
﹤0.01% 511
2022
Q1
$1K Hold
15
﹤0.01% 495
2021
Q4
$1K Buy
+15
New +$1K ﹤0.01% 482