Mark Sheptoff Financial Planning’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 | $14.2K | Hold |
385
| – | – | 0.01% | 304 |
|
|
2025
Q1 | $12.8K | Buy |
385
+28
| +8% | +$930 | 0.01% | 298 |
|
|
2024
Q4 | $12.4K | Buy |
357
+57
| +19% | +$1.97K | 0.01% | 304 |
|
|
2024
Q3 | $10.2K | Hold |
300
| – | – | 0.01% | 305 |
|
|
2024
Q2 | $9.68K | Hold |
300
| – | – | 0.01% | 319 |
|
|
2024
Q1 | $9.29K | Buy |
+300
| New | +$9.29K | 0.01% | 298 |
|