IHT Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,426
| Closed | -$303K | – | 1103 |
|
|
2024
Q3 | $303K | Buy |
+16,426
| New | +$303K | 0.01% | 909 |
|
|
2024
Q2 | – | Sell |
-11,318
| Closed | -$201K | – | 1034 |
|
|
2024
Q1 | $201K | Sell |
11,318
-3,260
| -22% | -$58K | 0.01% | 947 |
|
|
2023
Q4 | $263K | Sell |
14,578
-1,486
| -9% | -$26.8K | 0.01% | 815 |
|
|
2023
Q3 | $270K | Sell |
16,064
-1,182
| -7% | -$19.9K | 0.01% | 771 |
|
|
2023
Q2 | $304K | Buy |
17,246
+685
| +4% | +$12.1K | 0.02% | 723 |
|
|
2023
Q1 | $296K | Sell |
16,561
-2,937
| -15% | -$52.5K | 0.02% | 712 |
|
|
2022
Q4 | $337K | Sell |
19,498
-1,330
| -6% | -$23K | 0.02% | 609 |
|
|
2022
Q3 | $348K | Buy |
+20,828
| New | +$348K | 0.03% | 568 |
|