Advocacy Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,769
| Closed | -$1.01M | – | 135 |
|
|
2020
Q1 | $1.01M | Sell |
20,769
-11,147
| -35% | -$541K | 0.22% | 23 |
|
|
2019
Q4 | $1.6M | Buy |
31,916
+31,605
| +10,162% | +$1.59M | 0.46% | 19 |
|
|
2019
Q3 | $16K | Sell |
311
-198
| -39% | -$10.2K | 0.01% | 105 |
|
|
2019
Q2 | $26K | Hold |
509
| – | – | 0.02% | 82 |
|
|
2019
Q1 | $26K | Buy |
+509
| New | +$26K | 0.03% | 67 |
|