SWA
SOA Wealth Advisors’s ARK Fintech Innovation ETF ARKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Buy |
+349
| New | +$17.5K | ﹤0.01% | 523 |
|
|
2022
Q2 | – | Sell |
-15,083
| Closed | -$438K | – | 811 |
|
|
2022
Q1 | $438K | Sell |
15,083
-15,559
| -51% | -$452K | 0.11% | 106 |
|
|
2021
Q4 | $1.27M | Buy |
30,642
+12,867
| +72% | +$532K | 0.31% | 58 |
|
|
2021
Q3 | $877K | Buy |
17,775
+282
| +2% | +$13.9K | 0.22% | 69 |
|
|
2021
Q2 | $946K | Buy |
17,493
+8,322
| +91% | +$450K | 0.24% | 69 |
|
|
2021
Q1 | $468K | Sell |
9,171
-11,456
| -56% | -$585K | 0.13% | 95 |
|
|
2020
Q4 | $1.25M | Buy |
+20,627
| New | +$1.25M | 0.34% | 57 |
|