Archford Capital Strategies’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
Q4 | – | Sell |
-39,947
| Closed | -$668K | – | 277 |
|
|
2022
Q3 | $668K | Sell |
39,947
-338
| -0.8% | -$5.65K | 0.17% | 142 |
|
|
2022
Q2 | $711K | Buy |
40,285
+559
| +1% | +$9.87K | 0.18% | 139 |
|
|
2022
Q1 | $763K | Buy |
39,726
+4,432
| +13% | +$85.1K | 0.17% | 143 |
|
|
2021
Q4 | $752K | Buy |
35,294
+1,374
| +4% | +$29.3K | 0.17% | 143 |
|
|
2021
Q3 | $725K | Buy |
33,920
+2,101
| +7% | +$44.9K | 0.17% | 146 |
|
|
2021
Q2 | $686K | Buy |
31,819
+3,204
| +11% | +$69.1K | 0.17% | 145 |
|
|
2021
Q1 | $610K | Buy |
+28,615
| New | +$610K | 0.16% | 148 |
|