Keudell/Morrison Wealth Management’s Columbia U.S. Equity Income ETF EQIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
4,525
+80
| +2% | +$3.6K | 0.05% | 219 |
|
|
2025
Q1 | $203K | Sell |
4,445
-1,245
| -22% | -$57K | 0.05% | 206 |
|
|
2024
Q4 | $252K | Buy |
5,690
+175
| +3% | +$7.76K | 0.07% | 178 |
|
|
2024
Q3 | $261K | Buy |
+5,515
| New | +$261K | 0.07% | 179 |
|
|
2024
Q2 | – | Sell |
-5,260
| Closed | -$234K | – | 214 |
|
|
2024
Q1 | $234K | Buy |
5,260
+75
| +1% | +$3.34K | 0.07% | 183 |
|
|
2023
Q4 | $211K | Buy |
+5,185
| New | +$211K | 0.07% | 183 |
|