GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $653K | Buy |
35,324
+27
| +0.1% | +$499 | 0.05% | 217 |
|
|
2024
Q2 | $623K | Sell |
35,297
-398
| -1% | -$7.02K | 0.05% | 218 |
|
|
2024
Q1 | $635K | Sell |
35,695
-43,549
| -55% | -$774K | 0.05% | 218 |
|
|
2023
Q4 | $1.43M | Sell |
79,244
-32,304
| -29% | -$583K | 0.12% | 153 |
|
|
2023
Q3 | $1.88M | Buy |
111,548
+41,104
| +58% | +$692K | 0.18% | 115 |
|
|
2023
Q2 | $1.24M | Buy |
70,444
+15,220
| +28% | +$268K | 0.11% | 160 |
|
|
2023
Q1 | $987K | Sell |
55,224
-409,350
| -88% | -$7.32M | 0.12% | 129 |
|
|
2022
Q4 | $8.03M | Buy |
464,574
+101,842
| +28% | +$1.76M | 1.74% | 15 |
|
|
2022
Q3 | $6.07M | Buy |
362,732
+273,937
| +309% | +$4.58M | 1.65% | 16 |
|
|
2022
Q2 | $1.57M | Buy |
88,795
+31,671
| +55% | +$559K | 0.43% | 33 |
|
|
2022
Q1 | $1.11M | Buy |
+57,124
| New | +$1.11M | 0.27% | 50 |
|