B. Riley Wealth Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
+31,536
| New | +$1.16M | 0.05% | 310 |
|
|
2024
Q4 | $941K | Buy |
27,171
+3,734
| +16% | +$129K | 0.03% | 467 |
|
|
2024
Q3 | $792K | Buy |
23,437
+1,724
| +8% | +$58.3K | 0.02% | 564 |
|
|
2024
Q2 | $701K | Buy |
+21,713
| New | +$701K | 0.02% | 669 |
|
|
2024
Q1 | – | Sell |
-9,175
| Closed | -$254K | – | 1504 |
|
|
2023
Q4 | $254K | Buy |
+9,175
| New | +$254K | 0.01% | 1128 |
|