Sowell Financial Services’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
2021
Q2
Sell
-3,084
Closed -$74K 1649
2021
Q1
$74K Buy
+3,084
New +$74K ﹤0.01% 1502
2020
Q2
Sell
-1,012
Closed -$20K 2569
2020
Q1
$20K Buy
+1,012
New +$20K ﹤0.01% 1394