SDWMA
Schneider Downs Wealth Management Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-152,539
| Closed | -$2.73M | – | 114 |
|
|
2023
Q1 | $2.73M | Sell |
152,539
-1,207
| -0.8% | -$21.6K | 0.56% | 24 |
|
|
2022
Q4 | $2.66M | Sell |
153,746
-19,395
| -11% | -$335K | 0.58% | 27 |
|
|
2022
Q3 | $2.9M | Buy |
173,141
+5,013
| +3% | +$83.9K | 0.85% | 18 |
|
|
2022
Q2 | $2.97M | Buy |
168,128
+9,318
| +6% | +$165K | 0.83% | 19 |
|
|
2022
Q1 | $3.1M | Sell |
158,810
-7,374
| -4% | -$144K | 0.79% | 20 |
|
|
2021
Q4 | $3.54M | Buy |
166,184
+1,996
| +1% | +$42.5K | 0.85% | 19 |
|
|
2021
Q3 | $3.51M | Buy |
164,188
+187
| +0.1% | +$3.99K | 0.91% | 18 |
|
|
2021
Q2 | $3.53M | Buy |
164,001
+7,369
| +5% | +$159K | 0.92% | 19 |
|
|
2021
Q1 | $3.31M | Buy |
156,632
+26,902
| +21% | +$568K | 0.81% | 18 |
|
|
2020
Q4 | $2.87M | Buy |
129,730
+2,272
| +2% | +$50.2K | 0.8% | 18 |
|
|
2020
Q3 | $2.74M | Buy |
127,458
+17,960
| +16% | +$386K | 0.92% | 17 |
|
|
2020
Q2 | $2.31M | Buy |
109,498
+9,180
| +9% | +$194K | 0.79% | 19 |
|
|
2020
Q1 | $1.99M | Buy |
+100,318
| New | +$1.99M | 0.73% | 19 |
|