Fulcrum Equity Management’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
Q1 | – | Sell |
-20,638
| Closed | -$714K | – | 116 |
|
|
2024
Q4 | $714K | Sell |
20,638
-1,283
| -6% | -$44.4K | 0.71% | 45 |
|
|
2024
Q3 | $743K | Buy |
+21,921
| New | +$743K | 0.63% | 47 |
|
|
2022
Q2 | – | Sell |
-8,973
| Closed | -$233K | – | 106 |
|
|
2022
Q1 | $233K | Sell |
8,973
-1,770
| -16% | -$46K | 0.14% | 96 |
|
|
2021
Q4 | $289K | Buy |
10,743
+1,534
| +17% | +$41.3K | 0.11% | 138 |
|
|
2021
Q3 | $271K | Buy |
+9,209
| New | +$271K | 0.11% | 144 |
|