Tyler-Stone Wealth Management’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 | $378K | Buy |
10,264
+100
| +1% | +$3.68K | 0.06% | 227 |
|
|
2025
Q1 | $338K | Buy |
10,164
+1,600
| +19% | +$53.1K | 0.06% | 236 |
|
|
2024
Q4 | $296K | Buy |
8,564
+70
| +0.8% | +$2.42K | 0.05% | 251 |
|
|
2024
Q3 | $288K | Buy |
8,494
+4,397
| +107% | +$149K | 0.05% | 253 |
|
|
2024
Q2 | $132K | Buy |
4,097
+800
| +24% | +$25.8K | 0.05% | 247 |
|
|
2024
Q1 | $102K | Buy |
3,297
+1,317
| +67% | +$40.8K | 0.05% | 272 |
|
|
2023
Q4 | $54.9K | Buy |
1,980
+1,300
| +191% | +$36K | 0.03% | 342 |
|
|
2023
Q3 | $17K | Buy |
+680
| New | +$17K | 0.01% | 508 |
|