LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s ARK Web x.0 ETF ARKW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
1,402
| – | – | ﹤0.01% | 272 |
|
|
2025
Q1 | $136K | Buy |
+1,402
| New | +$136K | ﹤0.01% | 306 |
|
|
2021
Q4 | – | Sell |
-151
| Closed | -$21K | – | 720 |
|
|
2021
Q3 | $21K | Buy |
+151
| New | +$21K | ﹤0.01% | 520 |
|
|
2019
Q2 | – | Sell |
-1,196
| Closed | -$62K | – | 709 |
|
|
2019
Q1 | $62K | Hold |
1,196
| – | – | ﹤0.01% | 378 |
|
|
2018
Q4 | $51K | Hold |
1,196
| – | – | ﹤0.01% | 410 |
|
|
2018
Q3 | $69K | Hold |
1,196
| – | – | ﹤0.01% | 391 |
|
|
2018
Q2 | $66K | Buy |
+1,196
| New | +$66K | ﹤0.01% | 401 |
|