Ahrens Investment Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $21.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $42K | Sell |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $79K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $959K | Buy |
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|
2019
Q3 | $780K | Buy |
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|
2019
Q2 | $351K | Sell |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $423K | Sell |
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|
2018
Q3 | $952K | Sell |
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|
2018
Q2 | $1.99M | Sell |
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|
2018
Q1 | $3.15M | Sell |
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|
2017
Q4 | $6.39M | Buy |
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|
2017
Q3 | $6.37M | Sell |
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|
2017
Q2 | $6.36M | Buy |
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|
2017
Q1 | $3.05M | Buy |
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|
2016
Q4 | $1.75M | Buy |
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