WealthPlan Investment Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

WealthPlan Investment Management’s Portfolio DIAL Stock Details DIAL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$217K	Hold
2025 Q2	$214K	Buy
2025 Q1	$210K	Buy
2024 Q4	$206K	Buy
2023 Q3	–	Sell
2023 Q2	$38.8K	Sell
2023 Q1	$43.4K	Sell
2022 Q4	$224K	Buy
2022 Q3	$222K	Buy
2022 Q1	$303K	Buy