Wells Financial Advisors’s Columbia U.S. Equity Income ETF EQIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5K | Hold |
1,410
| – | – | 0.09% | 54 |
|
|
2025
Q1 | $64.5K | Hold |
1,410
| – | – | 0.09% | 54 |
|
|
2024
Q4 | $62.5K | Hold |
1,410
| – | – | 0.09% | 58 |
|
|
2024
Q3 | $66.7K | Sell |
1,410
-296
| -17% | -$14K | 0.09% | 58 |
|
|
2024
Q2 | $75K | Hold |
1,706
| – | – | 0.05% | 64 |
|
|
2024
Q1 | $76K | Buy |
1,706
+715
| +72% | +$31.8K | 0.05% | 52 |
|
|
2023
Q4 | $40.3K | Sell |
991
-330
| -25% | -$13.4K | 0.03% | 53 |
|
|
2023
Q3 | $49.5K | Hold |
1,321
| – | – | 0.04% | 52 |
|
|
2023
Q2 | $50K | Buy |
+1,321
| New | +$50K | 0.04% | 52 |
|