Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-64,396
| Closed | -$1.15M | – | 838 |
|
|
2023
Q1 | $1.15M | Buy |
64,396
+3,044
| +5% | +$54.4K | 0.02% | 756 |
|
|
2022
Q4 | $1.06M | Sell |
61,352
-5
| -0% | -$86 | 0.02% | 741 |
|
|
2022
Q3 | $1.03M | Buy |
61,357
+2,539
| +4% | +$42.5K | 0.02% | 716 |
|
|
2022
Q2 | $1.04M | Sell |
58,818
-205,720
| -78% | -$3.63M | 0.02% | 738 |
|
|
2022
Q1 | $5.16M | Buy |
264,538
+71,765
| +37% | +$1.4M | 0.09% | 277 |
|
|
2021
Q4 | $4.11M | Buy |
192,773
+47,592
| +33% | +$1.01M | 0.07% | 333 |
|
|
2021
Q3 | $3.1M | Buy |
145,181
+3,504
| +2% | +$74.8K | 0.06% | 381 |
|
|
2021
Q2 | $3.05M | Buy |
141,677
+5,191
| +4% | +$112K | 0.06% | 369 |
|
|
2021
Q1 | $2.88M | Sell |
136,486
-43,155
| -24% | -$912K | 0.06% | 352 |
|
|
2020
Q4 | $3.97M | Buy |
+179,641
| New | +$3.97M | 0.1% | 241 |
|