Rehmann Capital Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,433
| Closed | -$212K | – | 1931 |
|
|
2019
Q2 | $212K | Buy |
8,433
+250
| +3% | +$6.28K | 0.03% | 422 |
|
|
2019
Q1 | $202K | Buy |
+8,183
| New | +$202K | 0.03% | 407 |
|
|
2018
Q4 | – | Sell |
-2,589
| Closed | -$64.1K | – | 2003 |
|
|
2018
Q3 | $64.1K | Buy |
2,589
+2,195
| +557% | +$54.3K | 0.01% | 714 |
|
|
2018
Q2 | $9.68K | Sell |
394
-60
| -13% | -$1.47K | ﹤0.01% | 1352 |
|
|
2018
Q1 | $11K | Buy |
+454
| New | +$11K | ﹤0.01% | 1280 |
|