V Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-911
| Closed | -$23K | – | 460 |
|
|
2017
Q2 | $23K | Buy |
+911
| New | +$23K | 0.01% | 427 |
|
|
2017
Q1 | – | Sell |
-28,594
| Closed | -$696K | – | 194 |
|
|
2016
Q4 | $696K | Buy |
28,594
+5,123
| +22% | +$125K | 0.51% | 65 |
|
|
2016
Q3 | $595K | Buy |
23,471
+15,263
| +186% | +$387K | 0.48% | 66 |
|
|
2016
Q2 | $205K | Buy |
+8,208
| New | +$205K | 0.17% | 153 |
|