Concurrent Investment Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Concurrent Investment Advisors’s Portfolio DIAL Stock Details DIAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$277K	Sell
2025 Q1	$292K	Sell
2024 Q4	$293K	Hold
2024 Q3	$309K	Hold
2024 Q2	$295K	Buy