Householder Group Estate & Retirement Specialist’s ARK Innovation ETF ARKK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,349
Closed -$64K 569
2024
Q3
$64K Sell
1,349
-354
-21% -$16.8K 0.02% 442
2024
Q2
$74K Sell
1,703
-24,221
-93% -$1.05M 0.02% 404
2024
Q1
$1.3M Buy
25,924
+13,375
+107% +$670K 0.39% 52
2023
Q4
$657K Buy
12,549
+974
+8% +$51K 0.22% 94
2023
Q3
$459K Buy
+11,575
New +$459K 0.17% 112
2023
Q1
$17K Buy
+427
New +$17K 0.01% 664
2022
Q4
Sell
-587
Closed -$22K 379
2022
Q3
$22K Buy
+587
New +$22K 0.01% 554