Milestone Investment 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
Sell
-150
Closed -$7.14K 125
2025
Q1
$7.14K Hold
150
﹤0.01% 121
2024
Q4
$8.52K Hold
150
﹤0.01% 121
2024
Q3
$7.13K Hold
150
﹤0.01% 120
2024
Q2
$6.59K Hold
150
﹤0.01% 120
2024
Q1
$7.51K Hold
150
﹤0.01% 118
2023
Q4
$7.86K Hold
150
﹤0.01% 115
2023
Q3
$5.95K Hold
150
﹤0.01% 319
2023
Q2
$6.62K Hold
150
﹤0.01% 110
2023
Q1
$6.05K Hold
150
﹤0.01% 319
2022
Q4
$4.69K Buy
+150
New +$4.69K ﹤0.01% 111