Atria Wealth Solutions’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 | $276K | Sell |
15,170
-655
| -4% | -$11.9K | 0.01% | 1199 |
|
|
2025
Q1 | $283K | Sell |
15,825
-189
| -1% | -$3.38K | ﹤0.01% | 1492 |
|
|
2024
Q4 | $281K | Sell |
16,014
-605
| -4% | -$10.6K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $307K | Sell |
16,619
-8,811
| -35% | -$163K | ﹤0.01% | 1484 |
|
|
2024
Q2 | $449K | Sell |
25,430
-3,725
| -13% | -$65.7K | 0.01% | 1280 |
|
|
2024
Q1 | $518K | Sell |
29,155
-3,620
| -11% | -$64.4K | 0.01% | 1236 |
|
|
2023
Q4 | $592K | Sell |
32,775
-1,000
| -3% | -$18.1K | 0.01% | 1117 |
|
|
2023
Q3 | $569K | Buy |
33,775
+3,715
| +12% | +$62.5K | 0.01% | 1068 |
|
|
2023
Q2 | $529K | Hold |
30,060
| – | – | 0.01% | 1125 |
|
|
2023
Q1 | $537K | Sell |
30,060
-610
| -2% | -$10.9K | 0.01% | 1085 |
|
|
2022
Q4 | $530K | Sell |
30,670
-1,000
| -3% | -$17.3K | 0.01% | 1045 |
|
|
2022
Q3 | $530K | Buy |
31,670
+8,460
| +36% | +$142K | 0.01% | 985 |
|
|
2022
Q2 | $410K | Sell |
23,210
-14,328
| -38% | -$253K | 0.01% | 1038 |
|
|
2022
Q1 | $731K | Buy |
+37,538
| New | +$731K | 0.01% | 865 |
|