Collaborative Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
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|
2025
Q1 | $819K | Sell |
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|
2024
Q4 | $857K | Sell |
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|
2024
Q3 | $942K | Sell |
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|
2024
Q2 | $901K | Sell |
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|
2024
Q1 | $910K | Buy |
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|
2023
Q4 | $916K | Buy |
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|
2023
Q3 | $815K | Sell |
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|
2023
Q2 | $925K | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $979K | Sell |
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|
2022
Q3 | $979K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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