Glen Eagle 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-7
| Closed | -$175 | – | 960 |
|
2021
Q4 | $175 | Hold |
7
| – | – | ﹤0.01% | 911 |
|
2021
Q3 | $172 | Buy |
7
+1
| +17% | +$25 | ﹤0.01% | 1040 |
|
2021
Q2 | $148 | Hold |
6
| – | – | ﹤0.01% | 1024 |
|
2021
Q1 | $142 | Buy |
6
+3
| +100% | +$71 | ﹤0.01% | 988 |
|
2020
Q4 | $74 | Buy |
3
+1
| +50% | +$25 | ﹤0.01% | 963 |
|
2020
Q3 | $45 | Buy |
2
+1
| +100% | +$23 | ﹤0.01% | 907 |
|
2020
Q2 | $22 | Buy |
+1
| New | +$22 | ﹤0.01% | 898 |
|