Carson Wealth (CWM LLC)’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Buy |
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|
2025
Q2 | $193K | Sell |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $178K | Hold |
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|
2024
Q3 | $173K | Sell |
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|
2024
Q2 | $210K | Buy |
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|
2024
Q1 | $193K | Buy |
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|
2023
Q4 | $141K | Buy |
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|
2023
Q3 | $50K | Buy |
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|
2023
Q2 | $52K | Sell |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $93K | Sell |
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|
2022
Q3 | $139K | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q2 | $461K | Hold |
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|
2021
Q1 | $461K | Hold |
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|
2020
Q4 | $461K | Hold |
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|
2020
Q3 | $461K | Hold |
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|
2020
Q2 | $461K | Hold |
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|
2020
Q1 | $461K | Hold |
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|
2019
Q4 | $461K | Hold |
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|
2019
Q3 | $461K | Hold |
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|
2019
Q2 | $461K | Hold |
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|
2019
Q1 | $461K | Buy |
|