Glass Jacobson Investment Advisors’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 | $32.4K | Sell |
1,781
-752
| -30% | -$13.7K | 0.01% | 334 |
|
|
2025
Q1 | $44.4K | Hold |
2,533
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $44.4K | Buy |
2,533
+495
| +24% | +$8.68K | 0.01% | 387 |
|
|
2024
Q3 | $37.7K | Sell |
2,038
-111
| -5% | -$2.05K | 0.01% | 406 |
|
|
2024
Q2 | $37.9K | Buy |
2,149
+188
| +10% | +$3.32K | 0.01% | 384 |
|
|
2024
Q1 | $34.9K | Buy |
1,961
+34
| +2% | +$605 | 0.01% | 400 |
|
|
2023
Q4 | $34.8K | Sell |
1,927
-2,758
| -59% | -$49.8K | 0.01% | 375 |
|
|
2023
Q3 | $78.9K | Buy |
4,685
+110
| +2% | +$1.85K | 0.04% | 281 |
|
|
2023
Q2 | $80.6K | Buy |
+4,575
| New | +$80.6K | 0.04% | 283 |
|
|
2022
Q4 | $26.2K | Buy |
+1,515
| New | +$26.2K | 0.01% | 403 |
|