EverSource Wealth Advisors’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
30,403
+4,063
+15% +$145K 0.05% 253
2025
Q1
$722K Buy
26,340
+12,714
+93% +$348K 0.04% 308
2024
Q4
$424K Buy
13,626
+12,450
+1,059% +$387K 0.02% 410
2024
Q3
$24.9K Hold
1,176
﹤0.01% 1382
2024
Q2
$25.5K Hold
1,176
﹤0.01% 1385
2024
Q1
$23.2K Buy
+1,176
New +$23.2K ﹤0.01% 1290