Millington Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
70,761
+9,361
| +15% | +$170K | 0.65% | 47 |
|
|
2025
Q1 | $1.07M | Buy |
61,400
+2,029
| +3% | +$35.5K | 0.66% | 46 |
|
|
2024
Q4 | $1.05M | Buy |
59,371
+8,888
| +18% | +$157K | 0.61% | 44 |
|
|
2024
Q3 | $933K | Buy |
50,483
+2,402
| +5% | +$44.4K | 0.58% | 43 |
|
|
2024
Q2 | $848K | Buy |
48,081
+822
| +2% | +$14.5K | 0.59% | 44 |
|
|
2024
Q1 | $840K | Buy |
47,259
+1,500
| +3% | +$26.7K | 0.6% | 44 |
|
|
2023
Q4 | $826K | Sell |
45,759
-3,133
| -6% | -$56.6K | 0.66% | 44 |
|
|
2023
Q3 | $823K | Buy |
48,892
+1,374
| +3% | +$23.1K | 0.74% | 41 |
|
|
2023
Q2 | $837K | Sell |
47,518
-5,384
| -10% | -$94.8K | 0.74% | 41 |
|
|
2023
Q1 | $945K | Sell |
52,902
-244
| -0.5% | -$4.36K | 0.87% | 39 |
|
|
2022
Q4 | $919K | Buy |
+53,146
| New | +$919K | 0.9% | 37 |
|