HGERS
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Householder Group Estate & Retirement Specialist’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-250
Closed -$4K – 698
2024
Q3 		$4K Hold
250
– – ﹤0.01% 952
2024
Q2 		$4K Hold
250
– – ﹤0.01% 954
2024
Q1 		$4.45K Hold
250
– – ﹤0.01% 945
2023
Q4 		$4K Hold
250
– – ﹤0.01% 910
2023
Q3 		$4.21K Buy
+250
New +$4.21K ﹤0.01% 970