SWA
SOA Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6K | Hold |
276
| – | – | ﹤0.01% | 467 |
|
|
2025
Q1 | $18.3K | Hold |
276
| – | – | ﹤0.01% | 486 |
|
|
2024
Q4 | $21.3K | Buy |
276
+75
| +37% | +$5.79K | ﹤0.01% | 447 |
|
|
2024
Q3 | $12.2K | Hold |
201
| – | – | ﹤0.01% | 517 |
|
|
2024
Q2 | $11.1K | Hold |
201
| – | – | ﹤0.01% | 523 |
|
|
2024
Q1 | $11K | Hold |
201
| – | – | ﹤0.01% | 525 |
|
|
2023
Q4 | $11.6K | Hold |
201
| – | – | ﹤0.01% | 505 |
|
|
2023
Q3 | $10.5K | Hold |
201
| – | – | ﹤0.01% | 517 |
|
|
2023
Q2 | $11.3K | Hold |
201
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $10.1K | Hold |
201
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $8.24K | Hold |
201
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $9K | Hold |
201
| – | – | ﹤0.01% | 520 |
|
|
2022
Q2 | $10K | Sell |
201
-29,510
| -99% | -$1.47M | ﹤0.01% | 488 |
|
|
2022
Q1 | $2.01M | Sell |
29,711
-8,824
| -23% | -$597K | 0.49% | 51 |
|
|
2021
Q4 | $3M | Sell |
38,535
-13,286
| -26% | -$1.03M | 0.73% | 38 |
|
|
2021
Q3 | $4.04M | Sell |
51,821
-1,040
| -2% | -$81.2K | 1.04% | 23 |
|
|
2021
Q2 | $4.56M | Buy |
52,861
+4,216
| +9% | +$363K | 1.17% | 22 |
|
|
2021
Q1 | $4.08M | Sell |
48,645
-7,719
| -14% | -$648K | 1.14% | 23 |
|
|
2020
Q4 | $5.5M | Buy |
+56,364
| New | +$5.5M | 1.5% | 17 |
|