Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$4K | – | 617 |
|
|
2022
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1530 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1587 |
|
|
2021
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1691 |
|
|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1680 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1637 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1536 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1212 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1049 |
|