Loring Wolcott & Coolidge Fiduciary 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 | $171K | Hold |
2,428
| – | – | ﹤0.01% | 296 |
|
|
2025
Q1 | $116K | Buy |
2,428
+1,703
| +235% | +$81.7K | ﹤0.01% | 320 |
|
|
2024
Q4 | $44K | Hold |
725
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $34.4K | Sell |
725
-320
| -31% | -$15.2K | ﹤0.01% | 422 |
|
|
2024
Q2 | $51.6K | Sell |
1,045
-601
| -37% | -$29.7K | ﹤0.01% | 388 |
|
|
2024
Q1 | $70.1K | Buy |
+1,646
| New | +$70.1K | ﹤0.01% | 365 |
|
|
2021
Q1 | – | Sell |
-90
| Closed | -$11K | – | 326 |
|
|
2020
Q4 | $11K | Buy |
+90
| New | +$11K | ﹤0.01% | 551 |
|