Carson Wealth (CWM LLC)’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 | $10K | Hold |
573
| – | – | ﹤0.01% | 4277 |
|
|
2025
Q1 | $10K | Hold |
573
| – | – | ﹤0.01% | 4091 |
|
|
2024
Q4 | $10K | Sell |
573
-388
| -40% | -$6.77K | ﹤0.01% | 3850 |
|
|
2024
Q3 | $18K | Hold |
961
| – | – | ﹤0.01% | 3421 |
|
|
2024
Q2 | $17K | Hold |
961
| – | – | ﹤0.01% | 3208 |
|
|
2024
Q1 | $17K | Sell |
961
-16,054
| -94% | -$284K | ﹤0.01% | 3004 |
|
|
2023
Q4 | $307K | Buy |
+17,015
| New | +$307K | ﹤0.01% | 1235 |
|
|
2022
Q2 | – | Sell |
-856
| Closed | -$17K | – | 3826 |
|
|
2022
Q1 | $17K | Buy |
+856
| New | +$17K | ﹤0.01% | 2165 |
|