IHT Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,600
Closed -$563K 1181
2024
Q3
$563K Buy
16,600
+1,700
+11% +$57.6K 0.02% 685
2024
Q2
$481K Buy
14,900
+4,500
+43% +$145K 0.02% 650
2024
Q1
$322K Buy
+10,400
New +$322K 0.01% 775