WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $210K | Sell |
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|
2024
Q2 | $206K | Buy |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $196K | Buy |
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $3.57M | Buy |
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|
2020
Q4 | $3.31M | Sell |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $3.32M | Buy |
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