Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-88
| Closed | -$1.57K | – | 212 |
|
|
2023
Q1 | $1.57K | Sell |
88
-1,184
| -93% | -$21.1K | ﹤0.01% | 534 |
|
|
2022
Q4 | $22K | Sell |
1,272
-3,513
| -73% | -$60.8K | 0.01% | 168 |
|
|
2022
Q3 | $80K | Sell |
4,785
-320,121
| -99% | -$5.35M | 0.04% | 96 |
|
|
2022
Q2 | $5.74M | Buy |
324,906
+159,243
| +96% | +$2.81M | 2.11% | 10 |
|
|
2022
Q1 | $3.23M | Buy |
165,663
+3,371
| +2% | +$65.7K | 3.51% | 6 |
|
|
2021
Q4 | $3.46M | Buy |
162,292
+10,116
| +7% | +$216K | 2.56% | 9 |
|
|
2021
Q3 | $3.25M | Buy |
152,176
+5,746
| +4% | +$123K | 2.59% | 9 |
|
|
2021
Q2 | $3.16M | Buy |
146,430
+142,877
| +4,021% | +$3.08M | 2.81% | 8 |
|
|
2021
Q1 | $75K | Buy |
+3,553
| New | +$75K | 0.08% | 100 |
|