American Portfolios Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.26K | Sell |
450
-200
| -31% | -$3.67K | ﹤0.01% | 2612 |
|
|
2022
Q2 | $12.9K | Hold |
650
| – | – | ﹤0.01% | 2450 |
|
|
2022
Q1 | $14.5K | Hold |
650
| – | – | ﹤0.01% | 2517 |
|
|
2021
Q4 | $15.6K | Hold |
650
| – | – | ﹤0.01% | 2427 |
|
|
2021
Q3 | $15.6K | Hold |
650
| – | – | ﹤0.01% | 2382 |
|
|
2021
Q2 | $15.7K | Hold |
650
| – | – | ﹤0.01% | 2316 |
|
|
2021
Q1 | $15.2K | Hold |
650
| – | – | ﹤0.01% | 2198 |
|
|
2020
Q4 | $15.6K | Hold |
650
| – | – | ﹤0.01% | 1930 |
|
|
2020
Q3 | $14.7K | Hold |
650
| – | – | ﹤0.01% | 1837 |
|
|
2020
Q2 | $14.4K | Hold |
650
| – | – | ﹤0.01% | 1783 |
|
|
2020
Q1 | $13K | Buy |
650
+400
| +160% | +$8K | ﹤0.01% | 1712 |
|
|
2019
Q4 | $6.39K | Hold |
250
| – | – | ﹤0.01% | 2180 |
|
|
2019
Q3 | $6.24K | Hold |
250
| – | – | ﹤0.01% | 2106 |
|
|
2019
Q2 | $6.28K | Buy |
+250
| New | +$6.28K | ﹤0.01% | 2082 |
|
|
2018
Q1 | – | Sell |
-338
| Closed | -$8.73K | – | 2355 |
|
|
2017
Q4 | $8.73K | Buy |
+338
| New | +$8.73K | ﹤0.01% | 1616 |
|