Legacy Wealth Partners, Inc. DIAL Holdings History
Legacy Wealth Partners, Inc.'s Columbia Diversified Fixed Income Allocation ETF Holding Summary
As of 2021-06-30, Legacy Wealth Partners, Inc. held 340,376.00 shares of Columbia Diversified Fixed Income Allocation ETF(DIAL), totaling $7.33 Mil. This investment constitutes 4.08% of their stock portfolio, and Legacy Wealth Partners, Inc. now holds 0.7% of the outstanding Columbia Diversified Fixed Income Allocation ETF(DIAL) stock.
The initial trade took place in 2021Q2. And since then Legacy Wealth Partners, Inc. has made 1 purchases of DIAL, at an average price of $21.26, for a total of 340,376.00 shares. Based on historical transaction data and DIAL's current price of $18.02, Legacy Wealth Partners, Inc.'s estimated gain on his DIAL holdings is $-1.10 Mil, reflecting a -15.24% gain to date.
Legacy Wealth Partners, Inc. DIAL ($18.02) Holding Chart
Legacy Wealth Partners, Inc. DIAL ($18.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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