Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-508
| Closed | -$11K | – | 2168 |
|
|
2021
Q3 | $11K | Buy |
508
+3
| +0.6% | +$65 | ﹤0.01% | 1427 |
|
|
2021
Q2 | $11K | Buy |
505
+3
| +0.6% | +$65 | ﹤0.01% | 1404 |
|
|
2021
Q1 | $11K | Buy |
502
+2
| +0.4% | +$44 | ﹤0.01% | 1316 |
|
|
2020
Q4 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 1176 |
|
|
2020
Q3 | – | Sell |
-381
| Closed | -$8K | – | 1701 |
|
|
2020
Q2 | $8K | Buy |
+381
| New | +$8K | ﹤0.01% | 1026 |
|