GGI
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Godsey & Gibb Inc’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Godsey & Gibb Inc’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-481
Closed -$8K – 109
2022
Q2 		$8K Buy
+481
New +$8.8K ﹤0.01% 74

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OIA
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AAS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Godsey & Gibb Inc's DIAL Position: Q3 2022 in Review

Godsey & Gibb Inc sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2022, closing a stake of 481 shares — an estimated $8K sold.

Godsey & Gibb Inc first reported a position in DIAL in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 68 funds tracked by Wall St. Rank hold DIAL as of Q3 2022.

  • Godsey & Gibb Inc reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Godsey & Gibb Inc sold 481 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2022, an estimated $8K.
  • Godsey & Gibb Inc first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2022 and held it in 1 quarter.
  • Godsey & Gibb Inc's Columbia Diversified Fixed Income Allocation ETF position peaked at $8K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2022.

Based on Godsey & Gibb Inc's 13F filing for Q3 2022, filed 24 Oct 2022.