Global Retirement Partners’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
Q3 | $106K | Hold |
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|
2025
Q2 | $105K | Buy |
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|
2024
Q4 | $98.7K | Hold |
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|
2024
Q3 | $104K | Sell |
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|
2024
Q2 | $176K | Hold |
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|
2024
Q1 | $177K | Sell |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $968K | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.37M | Buy |
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