Morey & Quinn Wealth Partners’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
$728K Buy
19,785
+4,200
+27% +$155K 0.58% 44
2025
Q1
$518K Buy
15,585
+1,226
+9% +$40.7K 0.43% 60
2024
Q4
$497K Buy
+14,359
New +$497K 0.42% 59