SWM
SilverOak Wealth Management’s ARK Innovation ETF ARKK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,104
| Closed | -$860K | – | 101 |
|
|
2024
Q3 | $860K | Sell |
18,104
-415
| -2% | -$19.7K | 0.19% | 45 |
|
|
2024
Q2 | $814K | Buy |
18,519
+658
| +4% | +$28.9K | 0.2% | 45 |
|
|
2024
Q1 | $894K | Buy |
17,861
+514
| +3% | +$25.7K | 0.22% | 42 |
|
|
2023
Q4 | $908K | Buy |
+17,347
| New | +$908K | 0.25% | 38 |
|