Carson Wealth (CWM LLC)’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4K | Hold |
158
| – | – | ﹤0.01% | 2429 |
|
|
2021
Q1 | $4K | Hold |
158
| – | – | ﹤0.01% | 2429 |
|
|
2020
Q4 | $4K | Hold |
158
| – | – | ﹤0.01% | 2429 |
|
|
2020
Q3 | $4K | Hold |
158
| – | – | ﹤0.01% | 2429 |
|
|
2020
Q2 | $4K | Hold |
158
| – | – | ﹤0.01% | 2429 |
|
|
2020
Q1 | $4K | Hold |
158
| – | – | ﹤0.01% | 2429 |
|
|
2019
Q4 | $4K | Hold |
158
| – | – | ﹤0.01% | 2429 |
|
|
2019
Q3 | $4K | Hold |
158
| – | – | ﹤0.01% | 2429 |
|
|
2019
Q2 | $4K | Hold |
158
| – | – | ﹤0.01% | 2429 |
|
|
2019
Q1 | $4K | Buy |
+158
| New | +$4K | ﹤0.01% | 2429 |
|
|
2016
Q4 | – | Sell |
-2,767
| Closed | -$70K | – | 1136 |
|
|
2016
Q3 | $70K | Buy |
+2,767
| New | +$70K | ﹤0.01% | 378 |
|