KWB Wealth’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	$7.85M	Buy	236,281 +86,620	+58%	+$2.88M	0.95%	23
2025 Q1	$5.18M	Buy	149,661 +108,600	+264%	+$3.76M	0.63%	30
2024 Q4	$1.39M	Buy	+41,061	New	+$1.39M	0.17%	54