FDx Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-30,848
| Closed | -$797K | – | 1214 |
|
|
2017
Q4 | $797K | Buy |
30,848
+1,530
| +5% | +$39.5K | 0.02% | 627 |
|
|
2017
Q3 | $759K | Buy |
29,318
+3,211
| +12% | +$83.1K | 0.02% | 629 |
|
|
2017
Q2 | $669K | Buy |
26,107
+689
| +3% | +$17.7K | 0.02% | 662 |
|
|
2017
Q1 | $640K | Buy |
25,418
+2,330
| +10% | +$58.7K | 0.02% | 691 |
|
|
2016
Q4 | $561K | Buy |
+23,088
| New | +$561K | 0.02% | 728 |
|