Heritage Wealth Management (Ohio)’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Buy	+2,709	New	+$242K	0.08%	212
2025 Q1	–	Sell	-3,709	Closed	-$287K	–	229
2024 Q4	$287K	Hold	3,709	–	–	0.1%	188
2024 Q3	$226K	Hold	3,709	–	–	0.07%	209
2024 Q2	$215K	Buy	+3,709	New	+$215K	0.07%	210