Western 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 | $4.05M | Buy |
110,174
+3,230
| +3% | +$119K | 0.24% | 87 |
|
|
2025
Q1 | $3.55M | Buy |
106,944
+9,405
| +10% | +$312K | 0.24% | 87 |
|
|
2024
Q4 | $3.38M | Buy |
97,539
+34,987
| +56% | +$1.21M | 0.22% | 89 |
|
|
2024
Q3 | $2.12M | Buy |
62,552
+34,933
| +126% | +$1.18M | 0.12% | 179 |
|
|
2024
Q2 | $891K | Buy |
27,619
+3,100
| +13% | +$100K | 0.07% | 249 |
|
|
2024
Q1 | $760K | Buy |
24,519
+7,493
| +44% | +$232K | 0.06% | 270 |
|
|
2023
Q4 | $472K | Sell |
17,026
-189
| -1% | -$5.24K | 0.03% | 434 |
|
|
2023
Q3 | $433K | Buy |
17,215
+500
| +3% | +$12.6K | 0.04% | 420 |
|
|
2023
Q2 | $432K | Buy |
+16,715
| New | +$432K | 0.04% | 412 |
|