Concurrent Investment 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
$277K Sell
15,186
-1,140
-7% -$20.8K 0.01% 1093
2025
Q1
$292K Sell
16,326
-375
-2% -$6.71K 0.01% 928
2024
Q4
$293K Hold
16,701
0.01% 828
2024
Q3
$309K Hold
16,701
0.01% 764
2024
Q2
$295K Buy
+16,701
New +$295K 0.01% 734