Signature Wealth Management Partners’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 |
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|
2023
Q1 | $660K | Sell |
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|
2022
Q4 | $978K | Sell |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.31M | Sell |
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|
2021
Q4 | $3.12M | Sell |
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|
2021
Q3 | $3.72M | Sell |
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|
2021
Q2 | $3.85M | Sell |
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|
2021
Q1 | $4.05M | Buy |
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|
2020
Q4 | $3.76M | Buy |
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