NW
DIAL icon

Naviter Wealth’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Naviter Wealth’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-593,850
Closed -$11.6M – 185
2022
Q1 		$11.6M Sell
593,850
-431,575
-42% -$8.41M 3.86% 8
2021
Q4 		$21.9M Buy
+1,025,425
New +$21.9M 6.53% 4