SFS
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Sowell Financial Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Sowell Financial Services’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-36,016
Closed -$702K – 294
2022
Q1 		$702K Sell
36,016
-12,362
-26% -$249K 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% +$234K 0.06% 307
2021
Q2 		$693K Buy
32,167
+7,279
+29% +$156K 0.05% 371
2021
Q1 		$533K Buy
+24,888
New +$538K 0.02% 621

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