Aaron Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-145,519
| Closed | -$7.24M | – | 271 |
|
|
2023
Q2 | $7.24M | Sell |
145,519
-136,248
| -48% | -$6.77M | 0.94% | 19 |
|
|
2023
Q1 | $14M | Sell |
281,767
-103,723
| -27% | -$5.14M | 1.92% | 10 |
|
|
2022
Q4 | $19M | Buy |
385,490
+172,945
| +81% | +$8.52M | 2.77% | 8 |
|
|
2022
Q3 | $10.5M | Buy |
212,545
+5,745
| +3% | +$283K | 1.93% | 11 |
|
|
2022
Q2 | $10.2M | Buy |
+206,800
| New | +$10.2M | 2.56% | 10 |
|