James Alpha Macro Portfolio IYLD Holdings History
James Alpha Macro Portfolio's iShares Morningstar Multi-Asset Income ETF Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 8,268.00 shares of iShares Morningstar Multi-Asset Income ETF(IYLD), totaling $193,970.00. This investment constitutes 2.36% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0.1% of the outstanding iShares Morningstar Multi-Asset Income ETF(IYLD) stock.
The initial trade took place in 2020Q3. In addition, there have been 2 sales at an average price of $22.61 for 1,740.00 shares. Based on historical transaction data and IYLD's current price of $20.67, James Alpha Macro Portfolio's estimated gain on his IYLD holdings is $-4,726.69, reflecting a -2.20% gain to date.
James Alpha Macro Portfolio IYLD ($20.67) Holding Chart
James Alpha Macro Portfolio IYLD ($20.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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