LWP
Legacy Wealth Partners’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.34M | Buy |
340,376
+10,354
| +3% | +$223K | 4.08% | 5 |
|
|
2021
Q1 | $6.97M | Buy |
330,022
+67,434
| +26% | +$1.42M | 4.08% | 8 |
|
|
2020
Q4 | $5.8M | Sell |
262,588
-8,463
| -3% | -$187K | 3.65% | 8 |
|
|
2020
Q3 | $5.83M | Buy |
271,051
+72,474
| +36% | +$1.56M | 4.12% | 6 |
|
|
2020
Q2 | $4.19M | Sell |
198,577
-28,294
| -12% | -$598K | 3.17% | 9 |
|
|
2020
Q1 | $4.51M | Sell |
226,871
-15,656
| -6% | -$311K | 4.2% | 8 |
|
|
2019
Q4 | $5.1M | Buy |
+242,527
| New | +$5.1M | 3.71% | 6 |
|