Access Financial Services’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
Q2 | – | Sell |
-12,070
| Closed | -$598K | – | 111 |
|
|
2022
Q1 | $598K | Buy |
12,070
+6,714
| +125% | +$333K | 0.28% | 83 |
|
|
2021
Q4 | $268K | Sell |
5,356
-2,482
| -32% | -$124K | 0.12% | 108 |
|
|
2021
Q3 | $393K | Sell |
7,838
-1,811
| -19% | -$90.8K | 0.18% | 92 |
|
|
2021
Q2 | $484K | Buy |
9,649
+4,202
| +77% | +$211K | 0.23% | 93 |
|
|
2021
Q1 | $273K | Sell |
5,447
-1,313
| -19% | -$65.8K | 0.13% | 95 |
|
|
2020
Q4 | $339K | Buy |
+6,760
| New | +$339K | 0.17% | 78 |
|
|
2020
Q3 | – | Sell |
-8,917
| Closed | -$446K | – | 77 |
|
|
2020
Q2 | $446K | Buy |
8,917
+82
| +0.9% | +$4.1K | 0.29% | 59 |
|
|
2020
Q1 | $428K | Buy |
+8,835
| New | +$428K | 0.34% | 52 |
|