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Walled Lake Planning & Wealth Management’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IZRL Stock Details IZRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-250
Closed -$7K – 211
2021
Q3 		$7K Hold
250
– – ﹤0.01% 274
2021
Q2 		$8K Hold
250
– – 0.01% 259
2021
Q1 		$8K Buy
+250
New +$8.3K 0.01% 248

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Walled Lake Planning & Wealth Management's IZRL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of ARK Israel Innovative Technology ETF (IZRL) in Q4 2021, closing a stake of 250 shares — an estimated $7K sold.

Walled Lake Planning & Wealth Management first reported a position in IZRL in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 74 funds tracked by Wall St. Rank hold IZRL as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining ARK Israel Innovative Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 250 ARK Israel Innovative Technology ETF shares in Q4 2021, an estimated $7K.
  • Walled Lake Planning & Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q1 2021 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's ARK Israel Innovative Technology ETF position peaked at $8K in Q2 2021.
  • 74 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.