Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $273K | Sell |
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|
2025
Q3 | $318K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $411K | Sell |
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|
2022
Q1 | $955K | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $3.6M | Buy |
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|
2021
Q1 | $2.92M | Buy |
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|
2020
Q4 | $1.81M | Buy |
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|
2020
Q3 | $594K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $316K | Buy |
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