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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$419K	Buy	5,963 +2	+0%	+$141	0.14%	158
2025 Q1	$284K	Sell	5,961 -228	-4%	-$10.8K	0.1%	192
2024 Q4	$351K	Hold	6,189	–	–	0.12%	169
2024 Q3	$294K	Sell	6,189 -120	-2%	-$5.7K	0.1%	186
2024 Q2	$290K	Buy	+6,309	New	+$290K	0.1%	182