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

Lifeworks Advisors’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,724
Closed -$206K – 309
2024
Q4 		$206K Sell
11,724
-295
-2% -$5.17K 0.04% 292
2024
Q3 		$222K Buy
+12,019
New +$222K 0.04% 277