Creative Financial Designs’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
Q3 | – | Sell |
-3,047
| Closed | -$68K | – | 1265 |
|
|
2020
Q2 | $68K | Buy |
+3,047
| New | +$68K | 0.02% | 365 |
|
|
2018
Q3 | – | Sell |
-333
| Closed | -$8K | – | 785 |
|
|
2018
Q2 | $8K | Sell |
333
-334
| -50% | -$8.02K | ﹤0.01% | 492 |
|
|
2018
Q1 | $17K | Hold |
667
| – | – | 0.01% | 349 |
|
|
2017
Q4 | $17K | Hold |
667
| – | – | 0.01% | 340 |
|
|
2017
Q3 | $17K | Hold |
667
| – | – | 0.01% | 356 |
|
|
2017
Q2 | $17K | Sell |
667
-333
| -33% | -$8.49K | 0.01% | 344 |
|
|
2017
Q1 | $25K | Hold |
1,000
| – | – | 0.02% | 297 |
|
|
2016
Q4 | $24K | Buy |
+1,000
| New | +$24K | 0.02% | 294 |
|