Sowell Financial Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-36,016
| Closed | -$702K | – | 294 |
|
|
2022
Q1 | $702K | Sell |
36,016
-12,362
| -26% | -$241K | 0.12% | 113 |
|
|
2021
Q4 | $1.03M | Buy |
48,378
+5,393
| +13% | +$115K | 0.06% | 326 |
|
|
2021
Q3 | $918K | Buy |
42,985
+10,818
| +34% | +$231K | 0.06% | 307 |
|
|
2021
Q2 | $693K | Buy |
32,167
+7,279
| +29% | +$157K | 0.05% | 371 |
|
|
2021
Q1 | $533K | Buy |
+24,888
| New | +$533K | 0.02% | 621 |
|