Phillips Wealth Planners’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 | $566K | Hold |
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|
2025
Q2 | $438K | Hold |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $232K | Buy |
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