Perigon Wealth Management’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $686K | Sell |
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|
2025
Q2 | $788K | Sell |
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2025
Q1 | $543K | Sell |
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|
2024
Q4 | $704K | Buy |
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|
2024
Q3 | $550K | Sell |
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|
2024
Q2 | $594K | Sell |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $690K | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $423K | Sell |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $218K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $23K | Buy |
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