KWB Wealth RECS Holdings History
KWB Wealth's Columbia Research Enhanced Core ETF Holding Summary
As of 2025-03-31, KWB Wealth held 149,661.00 shares of Columbia Research Enhanced Core ETF(RECS), totaling $5.18 Mil. This investment constitutes 0.63% of their stock portfolio, and KWB Wealth now holds -% of the outstanding Columbia Research Enhanced Core ETF(RECS) stock.
The initial trade took place in 2024Q4. And since then KWB Wealth has made 2 purchases of RECS, at an average price of $34.87, for a total of 149,661.00 shares. Based on historical transaction data and RECS's current price of $37.25, KWB Wealth's estimated gain on his RECS holdings is $356,112.54, reflecting a 6.82% gain to date.
KWB Wealth RECS ($37.25) Holding Chart
KWB Wealth RECS ($37.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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