FSC Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,777
| Closed | -$197K | – | 280 |
|
|
2023
Q4 | $197K | Buy |
+9,777
| New | +$197K | 0.14% | 49 |
|
|
2023
Q1 | – | Sell |
-2,303
| Closed | -$43.7K | – | 182 |
|
|
2022
Q4 | $43.7K | Buy |
+2,303
| New | +$43.7K | 0.07% | 57 |
|
|
2022
Q1 | – | Sell |
-4,447
| Closed | -$107K | – | 182 |
|
|
2021
Q4 | $107K | Buy |
+4,447
| New | +$107K | 0.07% | 49 |
|