Wetzel Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,850
Closed -$209K 168
2024
Q2
$209K Buy
4,850
+1,683
+53% +$72.6K 0.12% 111
2024
Q1
$136K Sell
3,167
-510
-14% -$21.9K 0.08% 151
2023
Q4
$193K Buy
+3,677
New +$193K 0.12% 113