Total Clarity Wealth Management’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
Q3 | – | Sell |
-927
| Closed | -$16K | – | 396 |
|
|
2022
Q2 | $16K | Buy |
+927
| New | +$16K | 0.01% | 581 |
|
|
2022
Q1 | – | Sell |
-4,477
| Closed | -$95K | – | 371 |
|
|
2021
Q4 | $95K | Sell |
4,477
-200
| -4% | -$4.24K | 0.04% | 324 |
|
|
2021
Q3 | $100K | Buy |
+4,677
| New | +$100K | 0.05% | 303 |
|
|
2021
Q2 | – | Sell |
-3,177
| Closed | -$67K | – | 316 |
|
|
2021
Q1 | $67K | Buy |
+3,177
| New | +$67K | 0.04% | 297 |
|