Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,976
| Closed | -$213K | – | 754 |
|
|
2021
Q4 | $213K | Sell |
9,976
-72
| -0.7% | -$1.54K | 0.02% | 742 |
|
|
2021
Q3 | $215K | Sell |
10,048
-22
| -0.2% | -$471 | 0.04% | 423 |
|
|
2021
Q2 | $217K | Sell |
10,070
-1
| -0% | -$22 | 0.03% | 475 |
|
|
2021
Q1 | $213K | Buy |
10,071
+782
| +8% | +$16.5K | 0.03% | 434 |
|
|
2020
Q4 | $205K | Buy |
+9,289
| New | +$205K | 0.03% | 419 |
|