SHWM
Silicon Hills Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-41,451
| Closed | -$883K | – | 111 |
|
|
2021
Q4 | $883K | Sell |
41,451
-40,955
| -50% | -$872K | 0.55% | 52 |
|
|
2021
Q3 | $1.76M | Sell |
82,406
-23,621
| -22% | -$504K | 1.21% | 20 |
|
|
2021
Q2 | $2.29M | Buy |
106,027
+930
| +0.9% | +$20K | 1.77% | 14 |
|
|
2021
Q1 | $2.22M | Buy |
105,097
+54,126
| +106% | +$1.14M | 2.01% | 13 |
|
|
2020
Q4 | $1.13M | Buy |
+50,971
| New | +$1.13M | 1.02% | 28 |
|