Schneider Downs Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $2.73M | Sell |
|
|||||
|
2022
Q4 | $2.66M | Sell |
|
|||||
|
2022
Q3 | $2.9M | Buy |
|
|||||
|
2022
Q2 | $2.97M | Buy |
|
|||||
|
2022
Q1 | $3.1M | Sell |
|
|||||
|
2021
Q4 | $3.54M | Buy |
|
|||||
|
2021
Q3 | $3.51M | Buy |
|
|||||
|
2021
Q2 | $3.53M | Buy |
|
|||||
|
2021
Q1 | $3.31M | Buy |
|
|||||
|
2020
Q4 | $2.87M | Buy |
|
|||||
|
2020
Q3 | $2.74M | Buy |
|
|||||
|
2020
Q2 | $2.31M | Buy |
|
|||||
|
2020
Q1 | $1.99M | Buy |
|