Aveo Capital Partners’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
2020
Q1
Sell
-11,653
Closed -$298K 178
2019
Q4
$298K Buy
11,653
+1,084
+10% +$27.7K 0.12% 139
2019
Q3
$266K Buy
10,569
+1,143
+12% +$28.8K 0.11% 147
2019
Q2
$237K Sell
9,426
-188,154
-95% -$4.73M 0.1% 159
2019
Q1
$4.88M Buy
+197,580
New +$4.88M 2.26% 5