Redwood Wealth Management Group, LLC Columbia Diversified Equity Income Fund (Class R) Transaction History

Redwood Wealth Management Group, LLC

  • $223 Billion
  • Q2 2025
Number of Shares
58,778
Previous 59,642 1.45%
Holding current value
$2.09 Billion
Previous $2.05 Billion 1.9%
% of portfolio
0.94%
Previous 1.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
N/A
-864 Reduced 1.45%
58,778 $2.09 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-454 Reduced 0.76%
59,642 $2.05 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
1,280 Added 2.18%
60,096 $2.02 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
58,816 New
58,816 $2.1 Billion
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