Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-632
| Closed | -$11.3K | – | 1246 |
|
|
2023
Q1 | $11.3K | Sell |
632
-1,205
| -66% | -$21.5K | ﹤0.01% | 2654 |
|
|
2022
Q4 | $31.8K | Sell |
1,837
-33,087
| -95% | -$572K | ﹤0.01% | 1870 |
|
|
2022
Q3 | $585K | Buy |
34,924
+536
| +2% | +$8.98K | 0.04% | 449 |
|
|
2022
Q2 | $607K | Buy |
34,388
+10,305
| +43% | +$182K | 0.04% | 414 |
|
|
2022
Q1 | $469K | Buy |
24,083
+3,837
| +19% | +$74.7K | 0.03% | 558 |
|
|
2021
Q4 | $431K | Buy |
+20,246
| New | +$431K | 0.03% | 571 |
|