Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,128
| Closed | -$26K | – | 1216 |
|
|
2021
Q1 | $26K | Buy |
+1,128
| New | +$26K | ﹤0.01% | 1106 |
|
|
2020
Q2 | – | Sell |
-7,596
| Closed | -$152K | – | 871 |
|
|
2020
Q1 | $152K | Buy |
7,596
+132
| +2% | +$2.64K | 0.02% | 310 |
|
|
2019
Q4 | $191K | Sell |
7,464
-5,200
| -41% | -$133K | 0.02% | 305 |
|
|
2019
Q3 | $316K | Sell |
12,664
-1,248
| -9% | -$31.1K | 0.05% | 205 |
|
|
2019
Q2 | $350K | Buy |
+13,912
| New | +$350K | 0.06% | 183 |
|
|
2018
Q3 | – | Sell |
-166
| Closed | -$4K | – | 1267 |
|
|
2018
Q2 | $4K | Hold |
166
| – | – | ﹤0.01% | 1024 |
|
|
2018
Q1 | $4K | Buy |
+166
| New | +$4K | ﹤0.01% | 870 |
|