CWM
Collaborative Wealth Management’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 | $622K | Sell |
34,178
-11,650
| -25% | -$212K | 0.27% | 76 |
|
|
2025
Q1 | $819K | Sell |
45,828
-3,052
| -6% | -$54.6K | 0.38% | 54 |
|
|
2024
Q4 | $857K | Sell |
48,880
-2,102
| -4% | -$36.8K | 0.39% | 54 |
|
|
2024
Q3 | $942K | Sell |
50,982
-74
| -0.1% | -$1.37K | 0.43% | 51 |
|
|
2024
Q2 | $901K | Sell |
51,056
-107
| -0.2% | -$1.89K | 0.44% | 52 |
|
|
2024
Q1 | $910K | Buy |
51,163
+432
| +0.9% | +$7.68K | 0.46% | 53 |
|
|
2023
Q4 | $916K | Buy |
50,731
+2,294
| +5% | +$41.4K | 0.5% | 51 |
|
|
2023
Q3 | $815K | Sell |
48,437
-4,116
| -8% | -$69.3K | 0.49% | 50 |
|
|
2023
Q2 | $925K | Sell |
52,553
-3,753
| -7% | -$66.1K | 0.55% | 44 |
|
|
2023
Q1 | $1.01M | Sell |
56,306
-292
| -0.5% | -$5.22K | 0.63% | 38 |
|
|
2022
Q4 | $979K | Sell |
56,598
-1,913
| -3% | -$33.1K | 0.64% | 44 |
|
|
2022
Q3 | $979K | Sell |
58,511
-3,651
| -6% | -$61.1K | 0.69% | 43 |
|
|
2022
Q2 | $1.1M | Buy |
+62,162
| New | +$1.1M | 0.72% | 41 |
|
|
2021
Q4 | $1.45M | Buy |
+67,893
| New | +$1.45M | 0.79% | 35 |
|
|
2021
Q1 | $1.24M | Buy |
+63,619
| New | +$1.24M | 0.71% | 40 |
|