Tanglewood Legacy 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
2025
Q3
$105K Hold
2025
Q2
$85.8K Hold
2025
Q1
$58K Hold
2024
Q4
$69.3K Hold
2024
Q3
$58K Sell
2024
Q2
$347K Sell
2024
Q1
$530K Sell
2023
Q4
$602K Sell
2023
Q3
$522K Sell
2023
Q2
$610K Sell
2023
Q1
$563K Sell
2022
Q4
$461K Buy