WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
11,756
+1
| +0% | +$18 | 0.02% | 329 |
|
|
2025
Q1 | $210K | Buy |
11,755
+2
| +0% | +$36 | 0.02% | 257 |
|
|
2024
Q4 | $206K | Buy |
+11,753
| New | +$206K | 0.02% | 255 |
|
|
2023
Q3 | – | Sell |
-2,205
| Closed | -$38.8K | – | 206 |
|
|
2023
Q2 | $38.8K | Sell |
2,205
-221
| -9% | -$3.89K | 0.01% | 210 |
|
|
2023
Q1 | $43.4K | Sell |
2,426
-10,266
| -81% | -$183K | 0.01% | 256 |
|
|
2022
Q4 | $224K | Buy |
12,692
+259
| +2% | +$4.57K | 0.02% | 360 |
|
|
2022
Q3 | $222K | Buy |
+12,433
| New | +$222K | 0.02% | 339 |
|
|
2022
Q1 | $303K | Buy |
+16,557
| New | +$303K | 0.02% | 316 |
|