Simplicity Solutions’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,688
| Closed | -$302K | – | 580 |
|
|
2020
Q4 | $302K | Sell |
13,688
-658
| -5% | -$14.5K | ﹤0.01% | 777 |
|
|
2020
Q3 | $309K | Buy |
14,346
+4,619
| +47% | +$99.5K | 0.01% | 716 |
|
|
2020
Q2 | $205K | Sell |
9,727
-2,457
| -20% | -$51.8K | ﹤0.01% | 829 |
|
|
2020
Q1 | $242K | Buy |
+12,184
| New | +$242K | 0.01% | 647 |
|