Kingswood Wealth Advisors’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 | $2.38M | Sell |
33,821
-7,933
| -19% | -$558K | 0.19% | 119 |
|
|
2025
Q1 | $1.99M | Buy |
41,754
+497
| +1% | +$23.6K | 0.18% | 138 |
|
|
2024
Q4 | $2.34M | Buy |
41,257
+10,330
| +33% | +$586K | 0.18% | 127 |
|
|
2024
Q3 | $1.47M | Buy |
30,927
+24,649
| +393% | +$1.17M | 0.1% | 223 |
|
|
2024
Q2 | $276K | Sell |
6,278
-2,774
| -31% | -$122K | 0.02% | 548 |
|
|
2024
Q1 | $453K | Sell |
9,052
-918
| -9% | -$46K | 0.05% | 373 |
|
|
2023
Q4 | $522K | Buy |
+9,970
| New | +$522K | 0.06% | 338 |
|