Prentice Wealth Management’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
Sell
2025
Q1
$352K Sell
2024
Q4
$9.57M Buy
2024
Q3
$9.56M Buy
2024
Q2
$8.87M Buy
2024
Q1
$7.86M Buy
2023
Q4
$7.65M Buy
2023
Q3
$6.71M Buy
2023
Q2
$6.71M Buy
2023
Q1
$6.54M Buy
2022
Q4
$6.1M Buy
2022
Q3
$741K Sell
2022
Q2
$935K Sell
2022
Q1
$2.19M Sell
2021
Q4
$12.1M Buy
2021
Q3
$11.2M Buy
2021
Q2
$10.7M Buy
2021
Q1
$10.2M Buy