Wealth Management Partners’s ARK Web x.0 ETF ARKW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.02M Sell
20,319
-14
-0.1% -$2.08K 1.07% 21
2025
Q1
$1.92M Buy
20,333
+5,281
+35% +$500K 0.89% 28
2024
Q4
$1.63M Buy
15,052
+5,164
+52% +$558K 0.7% 31
2024
Q3
$842K Buy
+9,888
New +$842K 0.39% 55
2022
Q1
Sell
-8,000
Closed -$931K 114
2021
Q4
$931K Sell
8,000
-4,972
-38% -$579K 0.64% 38
2021
Q3
$1.8M Buy
12,972
+215
+2% +$29.9K 1.33% 18
2021
Q2
$1.97M Buy
12,757
+2,442
+24% +$376K 1.37% 20
2021
Q1
$1.55M Buy
10,315
+8,741
+555% +$1.32M 1.16% 21
2020
Q4
$257K Buy
+1,574
New +$257K 0.2% 101