Valeo Financial 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
Q4 | – | Sell |
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|
2025
Q3 | $234K | Sell |
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|
2025
Q2 | $194K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $809K | Buy |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $54K | Buy |
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|
2020
Q2 | $33K | Hold |
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|
2020
Q1 | $22K | Buy |
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|
2019
Q4 | $20K | Buy |
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