Baker Tilly Wealth Management, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Baker Tilly Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$38.43 - $50.65 $34,087 - $44,926	-887 Reduced 13.1%	5,886 $233,000
Q2 2023 Jul 20, 2023	SELL	$34.76 - $44.54 $47,273 - $60,574	-1,360 Reduced 16.72%	6,773 $298,000
Q1 2023 Apr 12, 2023	SELL	$30.46 - $44.41 $209,869 - $305,984	-6,890 Reduced 45.86%	8,133 $328,000
Q4 2022 Jan 26, 2023	BUY	$29.64 - $40.79 $3,260 - $4,486	110 Added 0.74%	15,023 $0
Q3 2022 Oct 20, 2022	SELL	$37.43 - $52.19 $113,412 - $158,135	-3,030 Reduced 16.89%	14,913 $563,000
Q2 2022 Jul 28, 2022	SELL	$36.58 - $70.5 $6,364 - $12,267	-174 Reduced 0.96%	17,943 $716,000
Q1 2022 Apr 27, 2022	SELL	$52.29 - $96.99 $159,955 - $296,692	-3,059 Reduced 14.45%	18,117 $1.2 Million
Q4 2021 Feb 08, 2022	SELL	$91.87 - $125.12 $120,257 - $163,782	-1,309 Reduced 5.82%	21,176 $2 Million
Q3 2021 Nov 02, 2021	BUY	$109.72 - $129.16 $120,692 - $142,076	1,100 Added 5.14%	22,485 $2.49 Million
Q2 2021 Jul 30, 2021	BUY	$99.48 - $130.88 $101,469 - $133,497	1,020 Added 5.01%	21,385 $2.8 Million
Q1 2021 Apr 28, 2021	BUY	$110.26 - $156.58 $753,296 - $1.07 Million	6,832 Added 50.48%	20,365 $2.44 Million
Q4 2020 Feb 03, 2021	BUY	$90.79 - $135.05 $1.23 Million - $1.83 Million	13,533 New	13,533 $1.69 Million

676

50.3M

16.1M

16.3M

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