LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8K | Hold |
362
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $8K | Hold |
362
| – | – | ﹤0.01% | 428 |
|
|
2020
Q1 | $7K | Hold |
362
| – | – | ﹤0.01% | 423 |
|
|
2019
Q4 | $9K | Hold |
362
| – | – | ﹤0.01% | 424 |
|
|
2019
Q3 | $9K | Hold |
362
| – | – | ﹤0.01% | 419 |
|
|
2019
Q2 | $9K | Sell |
362
-231
| -39% | -$5.74K | ﹤0.01% | 410 |
|
|
2019
Q1 | $15K | Hold |
593
| – | – | 0.01% | 372 |
|
|
2018
Q4 | $14K | Hold |
593
| – | – | 0.01% | 360 |
|
|
2018
Q3 | $15K | Hold |
593
| – | – | 0.01% | 356 |
|
|
2018
Q2 | $15K | Hold |
593
| – | – | 0.01% | 353 |
|
|
2018
Q1 | $15K | Buy |
+593
| New | +$15K | 0.01% | 339 |
|