Atlas Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,348
| Closed | -$318K | – | 513 |
|
|
2021
Q3 | $318K | Sell |
6,348
-1,867
| -23% | -$93.5K | 0.17% | 112 |
|
|
2021
Q2 | $412K | Sell |
8,215
-391
| -5% | -$19.6K | 0.22% | 84 |
|
|
2021
Q1 | $432K | Sell |
8,606
-39
| -0.5% | -$1.96K | 0.24% | 82 |
|
|
2020
Q4 | $434K | Buy |
8,645
+1,670
| +24% | +$83.8K | 0.29% | 75 |
|
|
2020
Q3 | $350K | Sell |
6,975
-140
| -2% | -$7.03K | 0.29% | 73 |
|
|
2020
Q2 | $356K | Buy |
+7,115
| New | +$356K | 0.32% | 74 |
|