Carson Wealth (CWM LLC)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $213K | Sell |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $227K | Hold |
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|
2020
Q2 | $227K | Hold |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $227K | Hold |
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|
2019
Q3 | $227K | Hold |
|
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|
2019
Q2 | $227K | Hold |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $232K | Buy |
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|
2018
Q3 | $273K | Buy |
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|
2018
Q2 | $240K | Buy |
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|
2018
Q1 | $100K | Buy |
|