AAS
Ameritas Advisory Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5K | Buy |
+3,489
| New | +$63.5K | ﹤0.01% | 1197 |
|
|
2024
Q3 | – | Sell |
-18,209
| Closed | -$321K | – | 866 |
|
|
2024
Q2 | $321K | Sell |
18,209
-4,220
| -19% | -$74.5K | 0.01% | 707 |
|
|
2024
Q1 | $399K | Buy |
22,429
+7,820
| +54% | +$139K | 0.02% | 615 |
|
|
2023
Q4 | $264K | Sell |
14,609
-148,476
| -91% | -$2.68M | 0.01% | 582 |
|
|
2023
Q3 | $2.75M | Buy |
+163,085
| New | +$2.75M | 0.14% | 154 |
|
|
2023
Q2 | – | Sell |
-583,519
| Closed | -$10.4M | – | 1016 |
|
|
2023
Q1 | $10.4M | Sell |
583,519
-563,884
| -49% | -$10M | 0.52% | 41 |
|
|
2022
Q4 | $19.8M | Sell |
1,147,403
-423,112
| -27% | -$7.32M | 0.92% | 19 |
|
|
2022
Q3 | $26.3M | Buy |
1,570,515
+24,232
| +2% | +$405K | 1.57% | 11 |
|
|
2022
Q2 | $27.3M | Buy |
1,546,283
+69,443
| +5% | +$1.23M | 1.58% | 11 |
|
|
2022
Q1 | $28.8M | Buy |
1,476,840
+334,199
| +29% | +$6.51M | 1.05% | 24 |
|
|
2021
Q4 | $24.4M | Buy |
+1,142,641
| New | +$24.4M | 0.89% | 26 |
|