Heritage Wealth Management (Arizona)’s ARK Fintech Innovation ETF ARKF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$281K	Buy	19,724 +8,405	+74%	+$120K	0.04%	299
2022 Q3	$174K	Sell	11,319 -1,268	-10%	-$19.5K	0.06%	254
2022 Q2	$195K	Sell	12,587 -528	-4%	-$8.18K	0.06%	238
2022 Q1	$381K	Buy	+13,115	New	+$381K	0.1%	159
2021 Q3	$4K	Buy	+82	New	+$4K	﹤0.01%	746