Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-70,592
| Closed | -$1.27M | – | 1656 |
|
|
2023
Q4 | $1.27M | Buy |
+70,592
| New | +$1.27M | 0.01% | 630 |
|
|
2023
Q2 | – | Sell |
-20,412
| Closed | -$365K | – | 1521 |
|
|
2023
Q1 | $365K | Sell |
20,412
-57,053
| -74% | -$1.02M | ﹤0.01% | 1046 |
|
|
2022
Q4 | $1.34M | Sell |
77,465
-99,685
| -56% | -$1.72M | 0.02% | 530 |
|
|
2022
Q3 | $2.96M | Sell |
177,150
-33,752
| -16% | -$565K | 0.05% | 302 |
|
|
2022
Q2 | $3.73M | Buy |
+210,902
| New | +$3.73M | 0.06% | 252 |
|