Carson Wealth (CWM 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 | $7K | Hold |
196
| – | – | ﹤0.01% | 4480 |
|
|
2025
Q1 | $7K | Hold |
196
| – | – | ﹤0.01% | 4303 |
|
|
2024
Q4 | $7K | Buy |
196
+2
| +1% | +$71 | ﹤0.01% | 4073 |
|
|
2024
Q3 | $7K | Hold |
194
| – | – | ﹤0.01% | 3962 |
|
|
2024
Q2 | $6K | Hold |
194
| – | – | ﹤0.01% | 3799 |
|
|
2024
Q1 | $6K | Buy |
+194
| New | +$6K | ﹤0.01% | 3599 |
|