Crumly & Associates’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
Q2 | – | Sell |
-44,190
| Closed | -$1.1M | – | 99 |
|
|
2021
Q1 | $1.1M | Sell |
44,190
-3,146
| -7% | -$78.4K | 0.64% | 32 |
|
|
2020
Q4 | $1.21M | Sell |
47,336
-69,826
| -60% | -$1.79M | 0.85% | 22 |
|
|
2020
Q3 | $3.02M | Buy |
117,162
+83,154
| +245% | +$2.14M | 2.58% | 16 |
|
|
2020
Q2 | $871K | Buy |
34,008
+3,170
| +10% | +$81.2K | 0.82% | 22 |
|
|
2020
Q1 | $760K | Buy |
30,838
+679
| +2% | +$16.7K | 0.93% | 21 |
|
|
2019
Q4 | $774K | Buy |
+30,159
| New | +$774K | 0.8% | 28 |
|