AWA
Acorn Wealth Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
58,257
-130
| -0.2% | -$2.37K | 0.39% | 59 |
|
|
2025
Q1 | $1.04M | Sell |
58,387
-7,673
| -12% | -$137K | 0.43% | 52 |
|
|
2024
Q4 | $1.16M | Sell |
66,060
-4,075
| -6% | -$71.4K | 0.48% | 47 |
|
|
2024
Q3 | $1.3M | Buy |
70,135
+9,034
| +15% | +$167K | 0.56% | 39 |
|
|
2024
Q2 | $1.08M | Sell |
61,101
-3,039
| -5% | -$53.6K | 0.53% | 41 |
|
|
2024
Q1 | $1.14M | Buy |
64,140
+25,345
| +65% | +$451K | 0.6% | 40 |
|
|
2023
Q4 | $700K | Buy |
+38,795
| New | +$700K | 0.42% | 54 |
|