Bogart Wealth LLC’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	$7.23M	Buy	196,458 +14,261	+8%	+$525K	0.31%	78
2025 Q1	$6.05M	Buy	182,197 +11,149	+7%	+$370K	0.29%	84
2024 Q4	$5.92M	Buy	171,048 +63,689	+59%	+$2.2M	0.28%	86
2024 Q3	$3.64M	Buy	+107,359	New	+$3.64M	0.17%	102