Cedar Brook Financial Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $522K | Sell |
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|
2021
Q3 | $631K | Sell |
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|
2021
Q2 | $738K | Sell |
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|
2021
Q1 | $723K | Buy |
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|
2020
Q4 | $737K | Sell |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.19M | Sell |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $1.04M | Buy |
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