WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-62
| Closed | -$1.28K | – | 508 |
|
|
2024
Q3 | $1.28K | Hold |
62
| – | – | ﹤0.01% | 480 |
|
|
2024
Q2 | $1.23K | Hold |
62
| – | – | ﹤0.01% | 462 |
|
|
2024
Q1 | $1.24K | Hold |
62
| – | – | ﹤0.01% | 473 |
|
|
2023
Q4 | $1.25K | Hold |
62
| – | – | ﹤0.01% | 469 |
|
|
2023
Q3 | $1.18K | Hold |
62
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $1.21K | Buy |
+62
| New | +$1.21K | ﹤0.01% | 478 |
|