AWA
Arete Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,527
| Closed | -$1.19M | – | 605 |
|
|
2023
Q4 | $1.19M | Buy |
23,527
+154
| +0.7% | +$7.78K | 0.09% | 217 |
|
|
2023
Q3 | $1.17M | Buy |
23,373
+5,457
| +30% | +$272K | 0.2% | 113 |
|
|
2023
Q2 | $891K | Buy |
+17,916
| New | +$891K | 0.08% | 235 |
|
|
2020
Q1 | – | Sell |
-220,952
| Closed | -$11.1M | – | 388 |
|
|
2019
Q4 | $11.1M | Buy |
220,952
+9,375
| +4% | +$471K | 1.93% | 5 |
|
|
2019
Q3 | $10.7M | Buy |
211,577
+19,756
| +10% | +$995K | 2.04% | 4 |
|
|
2019
Q2 | $9.65M | Buy |
+191,821
| New | +$9.65M | 1.87% | 5 |
|