WF
Wayfinding Financial’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-53,928
| Closed | -$1.11M | – | 110 |
|
|
2022
Q4 | $1.11M | Buy |
+53,928
| New | +$1.11M | 0.89% | 19 |
|
|
2022
Q3 | – | Sell |
-45,322
| Closed | -$800K | – | 84 |
|
|
2022
Q2 | $800K | Sell |
45,322
-7,415
| -14% | -$131K | 0.7% | 25 |
|
|
2022
Q1 | $952K | Sell |
52,737
-1,191
| -2% | -$21.5K | 0.8% | 21 |
|
|
2021
Q4 | $1.11M | Buy |
+53,928
| New | +$1.11M | 0.89% | 19 |
|