Strategic Family Wealth Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-72,995
| Closed | -$1.32M | – | 120 |
|
|
2023
Q4 | $1.32M | Buy |
72,995
+55,345
| +314% | +$999K | 0.55% | 44 |
|
|
2023
Q3 | $297K | Hold |
17,650
| – | – | 0.14% | 79 |
|
|
2023
Q2 | $311K | Hold |
17,650
| – | – | 0.14% | 76 |
|
|
2023
Q1 | $315K | Hold |
17,650
| – | – | 0.15% | 72 |
|
|
2022
Q4 | $305K | Sell |
17,650
-2,565
| -13% | -$44.3K | 0.15% | 73 |
|
|
2022
Q3 | $338K | Hold |
20,215
| – | – | 0.17% | 61 |
|
|
2022
Q2 | $357K | Sell |
20,215
-9,873
| -33% | -$174K | 0.17% | 60 |
|
|
2022
Q1 | $586K | Sell |
30,088
-47,100
| -61% | -$917K | 0.24% | 52 |
|
|
2021
Q4 | $1.65M | Buy |
+77,188
| New | +$1.65M | 0.53% | 36 |
|