Phoenix Wealth Advisors’s ARK Web x.0 ETF ARKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
10,969
-112
| -1% | -$16.5K | 0.68% | 42 |
|
|
2025
Q1 | $1.05M | Buy |
11,081
+142
| +1% | +$13.4K | 0.46% | 48 |
|
|
2024
Q4 | $1.18M | Sell |
10,939
-7
| -0.1% | -$756 | 0.51% | 42 |
|
|
2024
Q3 | $932K | Buy |
10,946
+60
| +0.6% | +$5.11K | 0.43% | 51 |
|
|
2024
Q2 | $849K | Sell |
10,886
-105
| -1% | -$8.19K | 0.43% | 51 |
|
|
2024
Q1 | $916K | Buy |
10,991
+3,912
| +55% | +$326K | 0.56% | 46 |
|
|
2023
Q4 | $516K | Buy |
7,079
+606
| +9% | +$44.2K | 0.36% | 52 |
|
|
2023
Q3 | $351K | Buy |
6,473
+105
| +2% | +$5.69K | 0.21% | 70 |
|
|
2023
Q2 | $373K | Buy |
+6,368
| New | +$373K | 0.22% | 62 |
|
|
2021
Q4 | – | Sell |
-140
| Closed | -$19K | – | 137 |
|
|
2021
Q3 | $19K | Hold |
140
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $21K | Hold |
140
| – | – | 0.02% | 253 |
|
|
2021
Q1 | $21K | Hold |
140
| – | – | 0.02% | 253 |
|
|
2020
Q4 | $20K | Buy |
+140
| New | +$20K | 0.02% | 254 |
|