Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,702
| Closed | -$208K | – | 248 |
|
|
2024
Q1 | $208K | Buy |
11,702
+437
| +4% | +$7.77K | 0.05% | 147 |
|
|
2023
Q4 | $203K | Sell |
11,265
-344
| -3% | -$6.21K | 0.05% | 140 |
|
|
2023
Q3 | $195K | Buy |
11,609
+923
| +9% | +$15.5K | 0.06% | 123 |
|
|
2023
Q2 | $188K | Sell |
10,686
-926
| -8% | -$16.3K | 0.05% | 126 |
|
|
2023
Q1 | $208K | Buy |
+11,612
| New | +$208K | 0.06% | 123 |
|