Focus Partners Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
45,852
+212
| +0.5% | +$3.86K | ﹤0.01% | 1212 |
|
|
2025
Q1 | $816K | Sell |
45,640
-5,336
| -10% | -$95.4K | ﹤0.01% | 1129 |
|
|
2024
Q4 | $894K | Buy |
50,976
+21,916
| +75% | +$384K | ﹤0.01% | 1082 |
|
|
2024
Q3 | $537K | Buy |
29,060
+438
| +2% | +$8.09K | ﹤0.01% | 1115 |
|
|
2024
Q2 | $505K | Sell |
28,622
-2,966
| -9% | -$52.3K | ﹤0.01% | 953 |
|
|
2024
Q1 | $562K | Sell |
31,588
-12,207
| -28% | -$217K | ﹤0.01% | 705 |
|
|
2023
Q4 | $791K | Buy |
+43,795
| New | +$791K | 0.01% | 491 |
|