Walkner Condon Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
15,880
+490
| +3% | +$8.91K | 0.05% | 223 |
|
|
2025
Q1 | $275K | Sell |
15,390
-220
| -1% | -$3.93K | 0.06% | 215 |
|
|
2024
Q4 | $274K | Sell |
15,610
-270
| -2% | -$4.73K | 0.06% | 229 |
|
|
2024
Q3 | $293K | Hold |
15,880
| – | – | 0.06% | 217 |
|
|
2024
Q2 | $280K | Buy |
15,880
+900
| +6% | +$15.9K | 0.06% | 212 |
|
|
2024
Q1 | $266K | Sell |
14,980
-100
| -0.7% | -$1.78K | 0.06% | 226 |
|
|
2023
Q4 | $272K | Buy |
15,080
+1,460
| +11% | +$26.4K | 0.06% | 220 |
|
|
2023
Q3 | $229K | Buy |
+13,620
| New | +$229K | 0.06% | 224 |
|