Fusion Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $104K | Sell |
4,436
-1,135
| -20% | -$26.6K | 0.28% | 69 |
|
|
2015
Q3 | $132K | Buy |
5,571
+100
| +2% | +$2.37K | 0.31% | 77 |
|
|
2015
Q2 | $135K | Buy |
5,471
+1,357
| +33% | +$33.5K | 0.1% | 109 |
|
|
2015
Q1 | $106K | Buy |
4,114
+184
| +5% | +$4.74K | 0.08% | 101 |
|
|
2014
Q4 | $101K | Sell |
3,930
-1,842
| -32% | -$47.3K | 0.09% | 98 |
|
|
2014
Q3 | $150K | Buy |
5,772
+11
| +0.2% | +$286 | 0.13% | 87 |
|
|
2014
Q2 | $155K | Buy |
+5,761
| New | +$155K | 0.13% | 100 |
|