TWM
Trinity Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,369
| Closed | -$201K | – | 41 |
|
|
2021
Q4 | $201K | Hold |
8,369
| – | – | 0.14% | 36 |
|
|
2021
Q3 | $200K | Buy |
+8,369
| New | +$200K | 0.15% | 36 |
|
|
2020
Q1 | – | Sell |
-8,329
| Closed | -$213K | – | 24 |
|
|
2019
Q4 | $213K | Buy |
+8,329
| New | +$213K | 0.21% | 25 |
|