Heritage Wealth Management (California)’s ARK Innovation ETF ARKK Stock Holding History

Heritage Wealth Management (California)’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$352K	Sell
2025 Q1	$251K	Sell
2024 Q4	$344K	Sell
2024 Q3	$318K	Buy
2024 Q2	$288K	Sell
2024 Q1	$394K	Sell
2023 Q4	$433K	Buy