Acorn 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,595
| Closed | -$280K | – | 150 |
|
|
2020
Q3 | $280K | Buy |
5,595
+17
| +0.3% | +$851 | 0.25% | 92 |
|
|
2020
Q2 | $279K | Buy |
5,578
+28
| +0.5% | +$1.4K | 0.26% | 84 |
|
|
2020
Q1 | $269K | Buy |
5,550
+22
| +0.4% | +$1.07K | 0.3% | 69 |
|
|
2019
Q4 | $278K | Buy |
5,528
+22
| +0.4% | +$1.11K | 0.23% | 94 |
|
|
2019
Q3 | $277K | Buy |
5,506
+36
| +0.7% | +$1.81K | 0.24% | 91 |
|
|
2019
Q2 | $275K | Buy |
5,470
+51
| +0.9% | +$2.56K | 0.25% | 85 |
|
|
2019
Q1 | $272K | Sell |
5,419
-1,325
| -20% | -$66.5K | 0.25% | 89 |
|
|
2018
Q4 | $336K | Buy |
6,744
+41
| +0.6% | +$2.04K | 0.34% | 61 |
|
|
2018
Q3 | $335K | Buy |
6,703
+54
| +0.8% | +$2.7K | 0.33% | 66 |
|
|
2018
Q2 | $333K | Buy |
6,649
+153
| +2% | +$7.66K | 0.28% | 64 |
|
|
2018
Q1 | $326K | Buy |
+6,496
| New | +$326K | 0.28% | 62 |
|