Professional Financial 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
Q4 | – | Sell |
-227
| Closed | -$4K | – | 271 |
|
|
2022
Q3 | $4K | Buy |
227
+3
| +1% | +$53 | ﹤0.01% | 387 |
|
|
2022
Q2 | $4K | Buy |
224
+2
| +0.9% | +$36 | ﹤0.01% | 384 |
|
|
2022
Q1 | $5K | Buy |
222
+1
| +0.5% | +$23 | ﹤0.01% | 374 |
|
|
2021
Q4 | $5K | Buy |
221
+3
| +1% | +$68 | ﹤0.01% | 381 |
|
|
2021
Q3 | $5K | Buy |
218
+2
| +0.9% | +$46 | ﹤0.01% | 321 |
|
|
2021
Q2 | $5K | Buy |
216
+2
| +0.9% | +$46 | ﹤0.01% | 326 |
|
|
2021
Q1 | $5K | Hold |
214
| – | – | ﹤0.01% | 288 |
|
|
2020
Q4 | $5K | Buy |
214
+2
| +0.9% | +$47 | ﹤0.01% | 287 |
|
|
2020
Q3 | $5K | Buy |
+212
| New | +$5K | ﹤0.01% | 273 |
|