OneDigital Investment Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $803K | Sell |
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|
2024
Q3 | $969K | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $3.26M | Sell |
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|
2023
Q2 | $3.99M | Sell |
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|
2023
Q1 | $6.15M | Sell |
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|
2022
Q4 | $6.66M | Sell |
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|
2022
Q3 | $82.7M | Sell |
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|
2022
Q2 | $92.8M | Sell |
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|
2022
Q1 | $126M | Buy |
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|
2021
Q4 | $134M | Buy |
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|
2021
Q3 | $125M | Buy |
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|
2021
Q2 | $118M | Buy |
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|
2021
Q1 | $100M | Buy |
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|
2020
Q4 | $86.8M | Buy |
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|
2020
Q3 | $895K | Buy |
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|
2020
Q2 | $565K | Buy |
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|
2020
Q1 | $515K | Sell |
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|
2019
Q4 | $653K | Buy |
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|
2019
Q3 | $486K | Buy |
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