Prospera Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,370
| Closed | -$371K | – | 1059 |
|
|
2023
Q3 | $371K | Sell |
17,370
-133
| -0.8% | -$2.84K | 0.01% | 721 |
|
|
2023
Q2 | $384K | Sell |
17,503
-1,747
| -9% | -$38.3K | 0.01% | 696 |
|
|
2023
Q1 | $424K | Sell |
19,250
-1,011
| -5% | -$22.3K | 0.02% | 666 |
|
|
2022
Q4 | $439K | Buy |
20,261
+1,400
| +7% | +$30.4K | 0.02% | 566 |
|
|
2022
Q3 | $402K | Sell |
18,861
-184
| -1% | -$3.92K | 0.02% | 582 |
|
|
2022
Q2 | $420K | Hold |
19,045
| – | – | 0.02% | 567 |
|
|
2022
Q1 | $448K | Hold |
19,045
| – | – | 0.02% | 625 |
|
|
2021
Q4 | $476K | Sell |
19,045
-3,800
| -17% | -$95K | 0.02% | 586 |
|
|
2021
Q3 | $574K | Sell |
22,845
-400
| -2% | -$10.1K | 0.03% | 493 |
|
|
2021
Q2 | $587K | Sell |
23,245
-1,880
| -7% | -$47.5K | 0.03% | 488 |
|
|
2021
Q1 | $626K | Buy |
25,125
+4,900
| +24% | +$122K | 0.04% | 436 |
|
|
2020
Q4 | $523K | Buy |
20,225
+1,500
| +8% | +$38.8K | 0.04% | 413 |
|
|
2020
Q3 | $482K | Buy |
18,725
+8,600
| +85% | +$221K | 0.18% | 103 |
|
|
2020
Q2 | $259K | Buy |
+10,125
| New | +$259K | 0.02% | 482 |
|