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Coe Capital Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Coe Capital Management’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15,160
Closed -$301K – 72
2020
Q1 		$301K Hold
15,160
– – 0.5% 56
2019
Q4 		$315K Hold
15,160
– – 0.4% 66
2019
Q3 		$315K Hold
15,160
– – 0.35% 72
2019
Q2 		$310K Hold
15,160
– – 0.34% 77
2019
Q1 		$302K Buy
+15,160
New +$302K 0.35% 75