Appleton Partners’s Columbia U.S. Equity Income ETF EQIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,225
| Closed | -$222K | – | 295 |
|
|
2019
Q4 | $222K | Hold |
7,225
| – | – | 0.02% | 280 |
|
|
2019
Q3 | $204K | Hold |
7,225
| – | – | 0.02% | 273 |
|
|
2019
Q2 | $201K | Buy |
+7,225
| New | +$201K | 0.02% | 273 |
|
|
2018
Q4 | – | Sell |
-7,225
| Closed | -$219K | – | 267 |
|
|
2018
Q3 | $219K | Hold |
7,225
| – | – | 0.03% | 248 |
|
|
2018
Q2 | $211K | Hold |
7,225
| – | – | 0.03% | 253 |
|
|
2018
Q1 | $210K | Hold |
7,225
| – | – | 0.03% | 249 |
|
|
2017
Q4 | $214K | Sell |
7,225
-1,545
| -18% | -$45.8K | 0.03% | 249 |
|
|
2017
Q3 | $264K | Buy |
+8,770
| New | +$264K | 0.04% | 212 |
|