LA
Lifeworks Advisors’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
51,660
-9,140
| -15% | -$293K | 0.25% | 96 |
|
|
2025
Q1 | $1.85M | Sell |
60,800
-22,919
| -27% | -$698K | 0.31% | 83 |
|
|
2024
Q4 | $2.65M | Sell |
83,719
-10,315
| -11% | -$326K | 0.48% | 65 |
|
|
2024
Q3 | $2.96M | Buy |
94,034
+79,836
| +562% | +$2.51M | 0.58% | 55 |
|
|
2024
Q2 | $425K | Buy |
+14,198
| New | +$425K | 0.12% | 142 |
|