AE Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,417
| Closed | -$307K | – | 1703 |
|
|
2021
Q4 | $307K | Buy |
14,417
+4,369
| +43% | +$93K | ﹤0.01% | 1435 |
|
|
2021
Q3 | $215K | Sell |
10,048
-985
| -9% | -$21.1K | ﹤0.01% | 1505 |
|
|
2021
Q2 | $238K | Buy |
+11,033
| New | +$238K | ﹤0.01% | 1431 |
|
|
2021
Q1 | – | Sell |
-14,341
| Closed | -$317K | – | 1480 |
|
|
2020
Q4 | $317K | Sell |
14,341
-5
| -0% | -$111 | ﹤0.01% | 1118 |
|
|
2020
Q3 | $309K | Buy |
14,346
+4,619
| +47% | +$99.5K | ﹤0.01% | 1025 |
|
|
2020
Q2 | $205K | Sell |
9,727
-2,457
| -20% | -$51.8K | ﹤0.01% | 1144 |
|
|
2020
Q1 | $242K | Buy |
+12,184
| New | +$242K | 0.01% | 942 |
|