Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,637
| Closed | -$252K | – | 1977 |
|
|
2024
Q1 | $252K | Sell |
12,637
-21,425
| -63% | -$427K | ﹤0.01% | 1665 |
|
|
2023
Q4 | $685K | Sell |
34,062
-2,317
| -6% | -$46.6K | 0.01% | 1038 |
|
|
2023
Q3 | $693K | Buy |
36,379
+113
| +0.3% | +$2.15K | 0.01% | 979 |
|
|
2023
Q2 | $708K | Buy |
36,266
+20,420
| +129% | +$399K | 0.01% | 996 |
|
|
2023
Q1 | $305K | Sell |
15,846
-1,000
| -6% | -$19.2K | ﹤0.01% | 1393 |
|
|
2022
Q4 | $320K | Sell |
16,846
-244
| -1% | -$4.63K | 0.01% | 1314 |
|
|
2022
Q3 | $314K | Buy |
17,090
+36
| +0.2% | +$661 | 0.01% | 1265 |
|
|
2022
Q2 | $338K | Sell |
17,054
-4,802
| -22% | -$95.2K | 0.01% | 1122 |
|
|
2022
Q1 | $489K | Buy |
+21,856
| New | +$489K | 0.01% | 1083 |
|