Avior Wealth Management’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,201
| Closed | -$101K | – | 1993 |
|
|
2024
Q4 | $101K | Hold |
3,201
| – | – | ﹤0.01% | 892 |
|
|
2024
Q3 | $101K | Sell |
3,201
-436
| -12% | -$13.7K | ﹤0.01% | 887 |
|
|
2024
Q2 | $109K | Sell |
3,637
-382
| -10% | -$11.4K | ﹤0.01% | 837 |
|
|
2024
Q1 | $116K | Buy |
+4,019
| New | +$116K | 0.01% | 903 |
|