Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $252K | Hold |
|
|||||
|
2024
Q2 | $233K | Sell |
|
|||||
|
2024
Q1 | $270K | Buy |
|
|||||
|
2023
Q4 | $276K | Buy |
|
|||||
|
2023
Q3 | $208K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $775K | Buy |
|
|||||
|
2021
Q4 | $700K | Sell |
|
|||||
|
2021
Q3 | $1.15M | Sell |
|
|||||
|
2021
Q2 | $1.46M | Sell |
|
|||||
|
2021
Q1 | $1.41M | Buy |
|
|||||
|
2020
Q4 | $1.28M | Buy |
|
|||||
|
2020
Q3 | $552K | Sell |
|
|||||
|
2020
Q2 | $944K | Sell |
|
|||||
|
2020
Q1 | $847K | Sell |
|
|||||
|
2019
Q4 | $1.01M | Buy |
|