World Investment Advisors’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 | $412K | Sell |
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|
2025
Q2 | $406K | Sell |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $955K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.8M | Sell |
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|
2021
Q2 | $1.89M | Sell |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $2.82M | Buy |
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|
2020
Q3 | $1.8M | Hold |
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|
2020
Q2 | $1.81M | Buy |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.77M | Buy |
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