Ahrens Investment Partners’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
Q1 | $19.8K | Buy |
+400
| New | +$19.8K | 0.01% | 469 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$20K | – | 635 |
|
|
2022
Q2 | $20K | Hold |
400
| – | – | 0.01% | 498 |
|
|
2022
Q1 | $20K | Sell |
400
-5,100
| -93% | -$255K | 0.01% | 577 |
|
|
2021
Q4 | $275K | Sell |
5,500
-10,300
| -65% | -$515K | 0.12% | 151 |
|
|
2021
Q3 | $792K | Sell |
15,800
-5,400
| -25% | -$271K | 0.38% | 76 |
|
|
2021
Q2 | $1.06M | Sell |
21,200
-2,000
| -9% | -$100K | 0.49% | 50 |
|
|
2021
Q1 | $1.16M | Sell |
23,200
-20,000
| -46% | -$1M | 0.59% | 46 |
|
|
2020
Q4 | $2.17M | Buy |
43,200
+24,900
| +136% | +$1.25M | 1.16% | 20 |
|
|
2020
Q3 | $917K | Buy |
+18,300
| New | +$917K | 0.61% | 42 |
|