Evermay 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 | $709 | Hold |
10
| – | – | ﹤0.01% | 529 |
|
|
2025
Q1 | $480 | Sell |
10
-100
| -91% | -$4.8K | ﹤0.01% | 545 |
|
|
2024
Q4 | $6.25K | Sell |
110
-25
| -19% | -$1.42K | ﹤0.01% | 479 |
|
|
2024
Q3 | $6.42K | Buy |
135
+100
| +286% | +$4.76K | ﹤0.01% | 491 |
|
|
2024
Q2 | $1.54K | Hold |
35
| – | – | ﹤0.01% | 554 |
|
|
2024
Q1 | $1.76K | Hold |
35
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $1.84K | Hold |
35
| – | – | ﹤0.01% | 521 |
|
|
2023
Q3 | $1.39K | Hold |
35
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $1.55K | Hold |
35
| – | – | ﹤0.01% | 502 |
|
|
2023
Q1 | $1.42K | Hold |
35
| – | – | ﹤0.01% | 491 |
|
|
2022
Q4 | $1.1K | Hold |
35
| – | – | ﹤0.01% | 508 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 487 |
|
|
2022
Q2 | $1K | Sell |
35
-226
| -87% | -$6.46K | ﹤0.01% | 486 |
|
|
2022
Q1 | $17K | Hold |
261
| – | – | ﹤0.01% | 375 |
|
|
2021
Q4 | $25K | Buy |
261
+35
| +15% | +$3.35K | ﹤0.01% | 338 |
|
|
2021
Q3 | $25K | Hold |
226
| – | – | ﹤0.01% | 320 |
|
|
2021
Q2 | $30K | Buy |
+226
| New | +$30K | 0.01% | 329 |
|