Insight Wealth Partners’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
Q1 | – | Hold |
0
| – | – | – | 106 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 92 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 97 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 88 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 85 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 74 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 66 |
|
|
2022
Q4 | – | Sell |
-15,398
| Closed | -$581K | – | 57 |
|
|
2022
Q3 | $581K | Sell |
15,398
-314
| -2% | -$11.8K | 0.55% | 32 |
|
|
2022
Q2 | $627K | Buy |
15,712
+639
| +4% | +$25.5K | 0.47% | 33 |
|
|
2022
Q1 | $999K | Buy |
15,073
+1,039
| +7% | +$68.9K | 0.55% | 28 |
|
|
2021
Q4 | $1.33M | Buy |
14,034
+343
| +3% | +$32.5K | 0.25% | 20 |
|
|
2021
Q3 | $1.51M | Sell |
13,691
-1,476
| -10% | -$163K | 0.81% | 17 |
|
|
2021
Q2 | $1.98M | Sell |
15,167
-280
| -2% | -$36.6K | 1.06% | 18 |
|
|
2021
Q1 | $1.85M | Buy |
15,447
+473
| +3% | +$56.7K | 0.91% | 17 |
|
|
2020
Q4 | $1.86M | Buy |
14,974
+473
| +3% | +$58.9K | 1.14% | 16 |
|
|
2020
Q3 | $1.33M | Buy |
+14,501
| New | +$1.33M | 1.27% | 17 |
|