CA
Clearstead Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,465
| Closed | -$232K | – | 234 |
|
|
2018
Q2 | $232K | Hold |
9,465
| – | – | 0.03% | 207 |
|
|
2018
Q1 | $236K | Hold |
9,465
| – | – | 0.03% | 204 |
|
|
2017
Q4 | $244K | Hold |
9,465
| – | – | 0.03% | 203 |
|
|
2017
Q3 | $245K | Hold |
9,465
| – | – | 0.03% | 215 |
|
|
2017
Q2 | $242K | Buy |
+9,465
| New | +$242K | 0.04% | 209 |
|