Innova Wealth Partners’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
56,846
-1,044
| -2% | -$33.4K | 1.07% | 32 |
|
|
2025
Q1 | $1.76M | Buy |
57,890
+343
| +0.6% | +$10.4K | 1.09% | 25 |
|
|
2024
Q4 | $1.82M | Buy |
+57,547
| New | +$1.82M | 1.15% | 29 |
|
|
2024
Q3 | – | Sell |
-57,939
| Closed | -$1.73M | – | 123 |
|
|
2024
Q2 | $1.73M | Buy |
57,939
+15,787
| +37% | +$473K | 1.24% | 27 |
|
|
2024
Q1 | $1.22M | Sell |
42,152
-2,543
| -6% | -$73.5K | 0.94% | 29 |
|
|
2023
Q4 | $1.18M | Hold |
44,695
| – | – | 1.02% | 23 |
|
|
2023
Q3 | $1.11M | Hold |
44,695
| – | – | 1% | 20 |
|
|
2023
Q2 | $1.15M | Hold |
44,695
| – | – | 0.98% | 23 |
|
|
2023
Q1 | $1.12M | Sell |
44,695
-225
| -0.5% | -$5.66K | 0.99% | 18 |
|
|
2022
Q4 | $1.09M | Hold |
44,920
| – | – | 0.96% | 21 |
|
|
2022
Q3 | $1.1M | Buy |
44,920
+7,770
| +21% | +$191K | 1.01% | 9 |
|
|
2022
Q2 | $954K | Buy |
37,150
+152
| +0.4% | +$3.9K | 0.8% | 13 |
|
|
2022
Q1 | $1.02M | Hold |
36,998
| – | – | 0.74% | 24 |
|
|
2021
Q4 | $1.12M | Hold |
36,998
| – | – | 0.79% | 26 |
|
|
2021
Q3 | $1.03M | Hold |
36,998
| – | – | 0.82% | 26 |
|
|
2021
Q2 | $1.03M | Hold |
36,998
| – | – | 0.81% | 28 |
|
|
2021
Q1 | $970K | Buy |
36,998
+5,500
| +17% | +$144K | 0.82% | 29 |
|
|
2020
Q4 | $789K | Buy |
+31,498
| New | +$789K | 0.74% | 29 |
|