Highland Financial Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,248
Closed -$241K 47
2022
Q4
$241K Buy
6,248
+1,876
+43% +$72.4K 0.14% 45
2022
Q3
$200K Buy
+4,372
New +$200K 0.14% 55