Stonehearth Capital Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $253K | Hold |
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|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $3.45M | Buy |
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|
2019
Q3 | $3.15M | Buy |
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|
2019
Q2 | $2.93M | Buy |
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2019
Q1 | $2.79M | Buy |
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|
2018
Q4 | $2.36M | Sell |
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|
2018
Q3 | $2.76M | Sell |
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|
2018
Q2 | $2.76M | Sell |
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|
2018
Q1 | $2.83M | Buy |
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|
2017
Q4 | $2.87M | Sell |
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|
2017
Q3 | $2.88M | Sell |
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|
2017
Q2 | $2.86M | Buy |
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|
2017
Q1 | $2.79M | Buy |
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|
2016
Q4 | $2.63M | Sell |
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|
2016
Q3 | $2.98M | Buy |
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|
2016
Q2 | $2.82M | Buy |
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|
2016
Q1 | $2.5M | Buy |
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|
2015
Q4 | $2.18M | Buy |
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|
2015
Q3 | $1.84M | Sell |
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|
2015
Q2 | $2.17M | Sell |
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|
2015
Q1 | $2.3M | Buy |
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|
2014
Q4 | $2.01M | Buy |
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