WealthPlan Investment Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $213K | Hold |
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|
2025
Q4 | $216K | Hold |
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|
2025
Q3 | $217K | Hold |
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|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $38.8K | Sell |
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|
2023
Q1 | $43.4K | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q1 | $303K | Buy |
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