SWP
Stratos Wealth Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.6M | Sell |
1,511,634
-17,940
| -1% | -$660K | 0.75% | 22 |
|
|
2025
Q1 | $50.8M | Buy |
1,529,574
+375,240
| +33% | +$12.5M | 0.77% | 20 |
|
|
2024
Q4 | $40M | Buy |
1,154,334
+21,711
| +2% | +$752K | 0.56% | 28 |
|
|
2024
Q3 | $38.4M | Buy |
1,132,623
+539,425
| +91% | +$18.3M | 0.55% | 28 |
|
|
2024
Q2 | $19.1M | Buy |
+593,198
| New | +$19.1M | 0.31% | 60 |
|