Alterna Wealth Management’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 |
-5,460
| Closed | -$274K | – | 101 |
|
|
2020
Q3 | $274K | Sell |
5,460
-7,381
| -57% | -$370K | 0.4% | 53 |
|
|
2020
Q2 | $642K | Sell |
12,841
-425
| -3% | -$21.2K | 0.77% | 31 |
|
|
2020
Q1 | $643K | Sell |
13,266
-242
| -2% | -$11.7K | 0.93% | 29 |
|
|
2019
Q4 | $679K | Sell |
13,508
-5,904
| -30% | -$297K | 0.75% | 32 |
|
|
2019
Q3 | $977K | Sell |
19,412
-1,832
| -9% | -$92.2K | 1.16% | 25 |
|
|
2019
Q2 | $1.07M | Buy |
21,244
+4,802
| +29% | +$242K | 1.29% | 27 |
|
|
2019
Q1 | $826K | Buy |
+16,442
| New | +$826K | 0.7% | 50 |
|