9258 Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,219
| Closed | -$311K | – | 376 |
|
|
2021
Q4 | $311K | Buy |
6,219
+38
| +0.6% | +$1.9K | 0.07% | 279 |
|
|
2021
Q3 | $310K | Buy |
6,181
+199
| +3% | +$9.98K | 0.08% | 253 |
|
|
2021
Q2 | $300K | Sell |
5,982
-2,060
| -26% | -$103K | 0.08% | 263 |
|
|
2021
Q1 | $404K | Buy |
8,042
+2
| +0% | +$100 | 0.12% | 186 |
|
|
2020
Q4 | $403K | Sell |
8,040
-3,973
| -33% | -$199K | 0.13% | 179 |
|
|
2020
Q3 | $602K | Sell |
12,013
-877
| -7% | -$43.9K | 0.23% | 113 |
|
|
2020
Q2 | $645K | Buy |
12,890
+204
| +2% | +$10.2K | 0.26% | 105 |
|
|
2020
Q1 | $624K | Buy |
12,686
+656
| +5% | +$32.3K | 0.27% | 99 |
|
|
2019
Q4 | $605K | Buy |
12,030
+7,523
| +167% | +$378K | 0.22% | 125 |
|
|
2019
Q3 | $227K | Buy |
+4,507
| New | +$227K | 0.18% | 149 |
|