Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.9K | Hold |
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|
2025
Q2 | $32.5K | Hold |
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|
2025
Q1 | $31.9K | Hold |
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|
2024
Q4 | $31.3K | Sell |
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|
2024
Q3 | $40.3K | Hold |
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|
2024
Q2 | $38.5K | Hold |
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|
2024
Q1 | $38.8K | Sell |
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|
2023
Q4 | $41.7K | Hold |
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|
2023
Q3 | $38.9K | Hold |
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|
2023
Q2 | $40.7K | Hold |
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|
2023
Q1 | $41.3K | Hold |
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|
2022
Q4 | $40K | Hold |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $41K | Buy |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | $32K | Sell |
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|
2021
Q2 | $35K | Sell |
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|
2021
Q1 | $55.1K | Buy |
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|
2020
Q4 | $34K | Buy |
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|
2020
Q3 | $18K | Buy |
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|
2020
Q2 | $13K | Buy |
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