Asset Dedication LLC’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-750
| Closed | -$37K | – | 806 |
|
2022
Q1 | $37K | Buy |
+750
| New | +$37K | ﹤0.01% | 465 |
|
2020
Q2 | – | Sell |
-65
| Closed | -$3K | – | 674 |
|
2020
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 557 |
|
2019
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 587 |
|
2019
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 545 |
|
2019
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 532 |
|