Heritage Wealth Management (Arizona)’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
2022 Q2	–	Sell	-4,549	Closed	-$89K	–	1006
2022 Q1	$89K	Buy	+4,549	New	+$89K	0.02%	385