IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $478K | Hold |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $97K | Buy |
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|
2021
Q1 | $84K | Buy |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $20K | Sell |
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|
2020
Q2 | $59K | Sell |
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|
2020
Q1 | $99K | Buy |
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|
2019
Q4 | $70K | Sell |
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|
2019
Q3 | $117K | Buy |
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