Carson Wealth (CWM LLC)’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $106K | Sell |
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|
2025
Q2 | $133K | Sell |
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|
2025
Q1 | $7.03M | Buy |
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|
2024
Q4 | $7.12M | Buy |
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|
2024
Q3 | $6.98M | Buy |
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|
2024
Q2 | $5.82M | Buy |
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|
2024
Q1 | $5.03M | Buy |
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|
2023
Q4 | $4.14M | Sell |
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|
2023
Q3 | $4.17M | Sell |
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|
2023
Q2 | $6.07M | Sell |
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|
2023
Q1 | $6.89M | Sell |
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|
2022
Q4 | $8.54M | Sell |
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|
2022
Q3 | $9.11M | Buy |
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|
2022
Q2 | $8.54M | Buy |
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|
2022
Q1 | $8.07M | Buy |
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