Gladstone Institutional Advisory’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 | $18.1M | Buy |
491,805
+91,336
| +23% | +$3.36M | 0.75% | 27 |
|
|
2025
Q1 | $13.3M | Buy |
400,469
+14,499
| +4% | +$482K | 0.62% | 32 |
|
|
2024
Q4 | $13.4M | Sell |
385,970
-79,229
| -17% | -$2.74M | 0.62% | 31 |
|
|
2024
Q3 | $15.8M | Buy |
465,199
+91,850
| +25% | +$3.11M | 0.77% | 26 |
|
|
2024
Q2 | $12M | Sell |
373,349
-1,403
| -0.4% | -$45.3K | 0.63% | 27 |
|
|
2024
Q1 | $11.6M | Sell |
374,752
-32,639
| -8% | -$1.01M | 0.64% | 29 |
|
|
2023
Q4 | $11.3M | Buy |
407,391
+20,930
| +5% | +$580K | 0.63% | 29 |
|
|
2023
Q3 | $9.71M | Buy |
+386,461
| New | +$9.71M | 0.63% | 29 |
|