Wells 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
2023
Q1
Sell
2022
Q4
$4.03K Sell
2022
Q3
$13K Hold
2022
Q2
$14K Hold
2022
Q1
$23K Hold
2021
Q4
$32K Hold
2021
Q3
$38K Buy
2021
Q2
$43K Sell
2021
Q1
$262K Buy
2020
Q4
$157K Buy