Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15
| Closed | -$1K | – | 195 |
|
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 262 |
|
|
2019
Q2 | $1K | Sell |
15
-5
| -25% | -$333 | ﹤0.01% | 256 |
|
|
2019
Q1 | $1K | Sell |
20
-9
| -31% | -$450 | ﹤0.01% | 253 |
|
|
2018
Q4 | $1K | Buy |
29
+1
| +4% | +$34 | ﹤0.01% | 256 |
|
|
2018
Q3 | $1K | Buy |
28
+1
| +4% | +$36 | ﹤0.01% | 259 |
|
|
2018
Q2 | $1K | Buy |
27
+6
| +29% | +$222 | ﹤0.01% | 260 |
|
|
2018
Q1 | $1K | Buy |
21
+8
| +62% | +$381 | ﹤0.01% | 264 |
|
|
2017
Q4 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 267 |
|
|
2017
Q3 | $1K | Buy |
12
+1
| +9% | +$83 | ﹤0.01% | 289 |
|
|
2017
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 290 |
|