Carson Wealth (CWM LLC)
RMO

Carson Wealth (CWM LLC)’s Romeo Power, Inc. RMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RMO Stock Details RMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-103
Closed – – 4406
2022
Q3 		$0 Sell
103
-1,170
-92% -$704 ﹤0.01% 4311
2022
Q2 		$1K Buy
1,273
+795
+166% +$745 ﹤0.01% 3731
2022
Q1 		$1K Buy
478
+339
+244% +$713 ﹤0.01% 3478
2021
Q4 		$1K Buy
+139
New +$600 ﹤0.01% 3453
2021
Q2 		$1K Hold
103
– – ﹤0.01% 2902
2021
Q1 		$1K Hold
103
– – ﹤0.01% 2901
2020
Q4 		$1K Hold
103
– – ﹤0.01% 2901
2020
Q3 		$1K Hold
103
– – ﹤0.01% 2893
2020
Q2 		$1K Hold
103
– – ﹤0.01% 2893
2020
Q1 		$1K Hold
103
– – ﹤0.01% 2890
2019
Q4 		$1K Hold
103
– – ﹤0.01% 2889
2019
Q3 		$1K Hold
103
– – ﹤0.01% 2888
2019
Q2 		$1K Buy
+103
New +$1K ﹤0.01% 2888

Other funds holding RMO

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RMO Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Romeo Power, Inc. (RMO) in Q4 2022, closing a stake of 103 shares.

Carson Wealth (CWM LLC) first reported a position in RMO in Q2 2019 and held it in 13 quarters. The position peaked at $1K in Q2 2022. 2 funds tracked by Wall St. Rank hold RMO as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Romeo Power, Inc. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 103 Romeo Power, Inc. shares in Q4 2022.
  • Carson Wealth (CWM LLC) first reported a position in Romeo Power, Inc. in Q2 2019 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Romeo Power, Inc. position peaked at $1K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.