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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.12M Buy
2025
Q1
$1.7M Buy
2024
Q4
$1.3M Buy
2024
Q3
$1.25M Sell
2024
Q2
$1.21M Buy
2024
Q1
$1.13M Buy
2023
Q4
$896K Buy
2023
Q3
$749K Buy
2023
Q2
$374K Buy
2023
Q1
$337K Buy