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Johnson Financial Group Inc (Wisconsin)’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,107
Closed -$24K – 755
2021
Q2 		$24K Buy
+1,107
New +$23.7K ﹤0.01% 490

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Johnson Financial Group Inc (Wisconsin)'s DIAL Position: Q3 2021 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2021, closing a stake of 1,107 shares — an estimated $24K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DIAL in Q2 2021 and held it in 1 quarter. The position peaked at $24K in Q2 2021. 75 funds tracked by Wall St. Rank hold DIAL as of Q3 2021.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,107 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2021, an estimated $24K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2021 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Columbia Diversified Fixed Income Allocation ETF position peaked at $24K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2021.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2021, filed 12 Nov 2021.