Imprint Wealth’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
Q1
$294K Sell
16,701
-1,865
-10% -$32.8K 0.07% 231
2023
Q4
$335K Buy
18,566
+622
+3% +$11.2K 0.27% 111
2023
Q3
$302K Sell
17,944
-4,694
-21% -$79K 0.26% 106
2023
Q2
$399K Sell
22,638
-2,175
-9% -$38.3K 0.25% 111
2023
Q1
$443K Buy
+24,813
New +$443K 0.29% 95