Evermay Wealth Management’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $871 | Hold |
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|
2025
Q2 | $709 | Hold |
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|
2025
Q1 | $480 | Sell |
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|
2024
Q4 | $6.25K | Sell |
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|
2024
Q3 | $6.42K | Buy |
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|
2024
Q2 | $1.54K | Hold |
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|
2024
Q1 | $1.76K | Hold |
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|
2023
Q4 | $1.84K | Hold |
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|
2023
Q3 | $1.39K | Hold |
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|
2023
Q2 | $1.55K | Hold |
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|
2023
Q1 | $1.42K | Hold |
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|
2022
Q4 | $1.1K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $30K | Buy |
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