Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1553 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1528 |
|
|
2020
Q2 | – | Sell |
-579
| Closed | -$11K | – | 1549 |
|
|
2020
Q1 | $11K | Sell |
579
-818
| -59% | -$15.5K | ﹤0.01% | 908 |
|
|
2019
Q4 | $29K | Buy |
1,397
+606
| +77% | +$12.6K | ﹤0.01% | 786 |
|
|
2019
Q3 | $16K | Buy |
+791
| New | +$16K | ﹤0.01% | 880 |
|