PSI Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-42
| Closed | -$751 | – | 239 |
|
2025
Q1 | $751 | Hold |
42
| – | – | ﹤0.01% | 661 |
|
2024
Q4 | $736 | Hold |
42
| – | – | ﹤0.01% | 798 |
|
2024
Q3 | $776 | Hold |
42
| – | – | ﹤0.01% | 793 |
|
2024
Q2 | $741 | Hold |
42
| – | – | ﹤0.01% | 774 |
|
2024
Q1 | $747 | Hold |
42
| – | – | ﹤0.01% | 716 |
|
2023
Q4 | $758 | Hold |
42
| – | – | ﹤0.01% | 781 |
|
2023
Q3 | $707 | Hold |
42
| – | – | ﹤0.01% | 759 |
|
2023
Q2 | $740 | Hold |
42
| – | – | ﹤0.01% | 750 |
|
2023
Q1 | $751 | Hold |
42
| – | – | ﹤0.01% | 694 |
|
2022
Q4 | $726 | Hold |
42
| – | – | ﹤0.01% | 688 |
|
2022
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 679 |
|
2022
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 709 |
|
2022
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 659 |
|
2021
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 704 |
|