Beam Wealth Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,442
| Closed | -$212K | – | 94 |
|
|
2021
Q3 | $212K | Buy |
+8,442
| New | +$212K | 0.18% | 130 |
|
|
2021
Q1 | – | Sell |
-16,823
| Closed | -$435K | – | 137 |
|
|
2020
Q4 | $435K | Sell |
16,823
-3,694
| -18% | -$95.5K | 0.41% | 78 |
|
|
2020
Q3 | $528K | Sell |
20,517
-288
| -1% | -$7.41K | 0.49% | 63 |
|
|
2020
Q2 | $535K | Sell |
20,805
-3,727
| -15% | -$95.8K | 0.54% | 57 |
|
|
2020
Q1 | $605K | Sell |
24,532
-14,549
| -37% | -$359K | 0.6% | 54 |
|
|
2019
Q4 | $1M | Buy |
+39,081
| New | +$1M | 0.94% | 28 |
|