Carson Wealth (CWM LLC)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
3,609
| – | – | ﹤0.01% | 2113 |
|
|
2025
Q1 | $186K | Sell |
3,609
-11
| -0.3% | -$567 | ﹤0.01% | 1970 |
|
|
2024
Q4 | $204K | Sell |
3,620
-225
| -6% | -$12.7K | ﹤0.01% | 1808 |
|
|
2024
Q3 | $219K | Hold |
3,845
| – | – | ﹤0.01% | 1710 |
|
|
2024
Q2 | $212K | Sell |
3,845
-285
| -7% | -$15.7K | ﹤0.01% | 1559 |
|
|
2024
Q1 | $242K | Buy |
4,130
+138
| +3% | +$8.09K | ﹤0.01% | 1425 |
|
|
2023
Q4 | $229K | Sell |
3,992
-686
| -15% | -$39.4K | ﹤0.01% | 1356 |
|
|
2023
Q3 | $236K | Buy |
4,678
+505
| +12% | +$25.5K | ﹤0.01% | 1244 |
|
|
2023
Q2 | $244K | Sell |
4,173
-3,159
| -43% | -$185K | ﹤0.01% | 1178 |
|
|
2023
Q1 | $401K | Sell |
7,332
-112
| -2% | -$6.13K | ﹤0.01% | 954 |
|
|
2022
Q4 | $345K | Sell |
7,444
-4
| -0.1% | -$185 | ﹤0.01% | 910 |
|
|
2022
Q3 | $308K | Buy |
7,448
+607
| +9% | +$25.1K | ﹤0.01% | 906 |
|
|
2022
Q2 | $308K | Buy |
6,841
+3,272
| +92% | +$147K | ﹤0.01% | 879 |
|
|
2022
Q1 | $208K | Sell |
3,569
-308
| -8% | -$18K | ﹤0.01% | 1022 |
|
|
2021
Q4 | $272K | Buy |
+3,877
| New | +$272K | ﹤0.01% | 909 |
|
|
2021
Q2 | $227K | Hold |
3,479
| – | – | ﹤0.01% | 860 |
|
|
2021
Q1 | $227K | Hold |
3,479
| – | – | ﹤0.01% | 860 |
|
|
2020
Q4 | $227K | Hold |
3,479
| – | – | ﹤0.01% | 860 |
|
|
2020
Q3 | $227K | Hold |
3,479
| – | – | ﹤0.01% | 860 |
|
|
2020
Q2 | $227K | Hold |
3,479
| – | – | ﹤0.01% | 860 |
|
|
2020
Q1 | $227K | Hold |
3,479
| – | – | ﹤0.01% | 860 |
|
|
2019
Q4 | $227K | Hold |
3,479
| – | – | ﹤0.01% | 860 |
|
|
2019
Q3 | $227K | Hold |
3,479
| – | – | ﹤0.01% | 860 |
|
|
2019
Q2 | $227K | Hold |
3,479
| – | – | ﹤0.01% | 860 |
|
|
2019
Q1 | $227K | Sell |
3,479
-3,660
| -51% | -$239K | ﹤0.01% | 860 |
|
|
2018
Q4 | $232K | Buy |
7,139
+622
| +10% | +$20.2K | 0.01% | 570 |
|
|
2018
Q3 | $273K | Buy |
6,517
+523
| +9% | +$21.9K | 0.01% | 458 |
|
|
2018
Q2 | $240K | Buy |
5,994
+3,600
| +150% | +$144K | 0.01% | 396 |
|
|
2018
Q1 | $100K | Buy |
+2,394
| New | +$100K | ﹤0.01% | 439 |
|