NIWA
New Insight Wealth Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
28,934
-9,203
| -24% | -$168K | 0.22% | 66 |
|
|
2025
Q1 | $682K | Sell |
38,137
-14,601
| -28% | -$261K | 0.31% | 45 |
|
|
2024
Q4 | $924K | Sell |
52,738
-20,263
| -28% | -$355K | 0.46% | 38 |
|
|
2024
Q3 | $1.35M | Sell |
73,001
-73,003
| -50% | -$1.35M | 0.71% | 27 |
|
|
2024
Q2 | $2.58M | Sell |
146,004
-13,626
| -9% | -$240K | 1.52% | 19 |
|
|
2024
Q1 | $2.84M | Buy |
159,630
+5,664
| +4% | +$101K | 1.77% | 18 |
|
|
2023
Q4 | $2.78M | Buy |
+153,966
| New | +$2.78M | 1.87% | 17 |
|