Palo Alto Wealth Advisors’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 Q4	–	Sell	-11,375	Closed	-$191K	–	41
2023 Q3	$191K	Hold	11,375	–	–	0.16%	39
2023 Q2	$200K	Buy	+11,375	New	+$200K	0.16%	39