Navis Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $605K | Hold |
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|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $359K | Hold |
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|
2024
Q4 | $419K | Hold |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $354K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $475K | Buy |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $502K | Hold |
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|
2021
Q2 | $554K | Sell |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $628K | Buy |
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