Householder Group Estate & Retirement Specialist’s Columbia Research Enhanced Value ETF REVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,622
| Closed | -$548K | – | 1045 |
|
|
2024
Q3 | $548K | Buy |
21,622
+12,960
| +150% | +$328K | 0.16% | 128 |
|
|
2024
Q2 | $201K | Buy |
8,662
+1,845
| +27% | +$42.8K | 0.06% | 248 |
|
|
2024
Q1 | $163K | Buy |
6,817
+867
| +15% | +$20.8K | 0.05% | 270 |
|
|
2023
Q4 | $128K | Buy |
5,950
+5,370
| +926% | +$116K | 0.04% | 296 |
|
|
2023
Q3 | $11.8K | Buy |
+580
| New | +$11.8K | ﹤0.01% | 749 |
|