Heritage Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	0	–	-$8	–	548
2023 Q4	–	Hold	0	–	–	–	554
2021 Q4	–	Sell	-250	Closed	-$27.6K	–	539
2021 Q3	$27.6K	Hold	250	–	–	﹤0.01%	377
2021 Q2	$32.7K	Buy	+250	New	+$32.7K	﹤0.01%	363