Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-44,545
| Closed | -$1.51M | – | 1043 |
|
|
2024
Q3 | $1.51M | Buy |
44,545
+3,598
| +9% | +$122K | 0.44% | 44 |
|
|
2024
Q2 | $1.32M | Buy |
40,947
+6,984
| +21% | +$225K | 0.37% | 51 |
|
|
2024
Q1 | $1.05M | Buy |
33,963
+3,265
| +11% | +$101K | 0.31% | 68 |
|
|
2023
Q4 | $850K | Buy |
30,698
+16,161
| +111% | +$447K | 0.28% | 74 |
|
|
2023
Q3 | $365K | Buy |
+14,537
| New | +$365K | 0.13% | 143 |
|