Plante Moran Financial Advisors’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 | $54.3K | Hold |
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|
2025
Q2 | $44.2K | Hold |
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|
2025
Q1 | $29.9K | Sell |
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|
2024
Q4 | $37.1K | Hold |
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|
2024
Q3 | $31K | Hold |
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|
2024
Q2 | $28.7K | Sell |
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|
2024
Q1 | $38.7K | Buy |
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|
2023
Q4 | $34.2K | Buy |
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|
2023
Q3 | $14.8K | Sell |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $208K | Hold |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $136K | Buy |
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|
2021
Q4 | $50K | Buy |
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|
2021
Q3 | $44K | Sell |
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|
2021
Q2 | $65K | Buy |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $8K | Buy |
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