Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,483
| Closed | -$200K | – | 1399 |
|
|
2023
Q3 | $200K | Buy |
+10,483
| New | +$200K | ﹤0.01% | 1183 |
|
|
2018
Q4 | – | Sell |
-2,303
| Closed | -$57K | – | 1667 |
|
|
2018
Q3 | $57K | Buy |
+2,303
| New | +$57K | ﹤0.01% | 1392 |
|
|
2018
Q2 | – | Sell |
-2,303
| Closed | -$58K | – | 1790 |
|
|
2018
Q1 | $58K | Buy |
2,303
+501
| +28% | +$12.6K | ﹤0.01% | 1495 |
|
|
2017
Q4 | $47K | Buy |
+1,802
| New | +$47K | ﹤0.01% | 1541 |
|