Laurel Wealth Advisors (California)’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
Q1 | – | Sell |
-41,029
| Closed | -$1.06M | – | 455 |
|
|
2020
Q4 | $1.06M | Buy |
41,029
+4,700
| +13% | +$122K | 0.16% | 150 |
|
|
2020
Q3 | $935K | Sell |
36,329
-476
| -1% | -$12.3K | 0.15% | 142 |
|
|
2020
Q2 | $943K | Sell |
36,805
-49
| -0.1% | -$1.26K | 0.17% | 136 |
|
|
2020
Q1 | $909K | Buy |
36,854
+6,064
| +20% | +$150K | 0.21% | 120 |
|
|
2019
Q4 | $790K | Buy |
+30,790
| New | +$790K | 0.13% | 172 |
|