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

Waverly 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
Q2 		$215K Sell
11,812
-1,500
-11% -$27.3K ﹤0.01% 1090
2025
Q1 		$238K Buy
+13,312
New +$238K ﹤0.01% 1005