Ausdal Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+5,441
| New | +$278K | 0.02% | 572 |
|
|
2020
Q2 | – | Sell |
-4,437
| Closed | -$218K | – | 300 |
|
|
2020
Q1 | $218K | Sell |
4,437
-105,363
| -96% | -$5.18M | 0.08% | 237 |
|
|
2019
Q4 | $5.53M | Sell |
109,800
-17,730
| -14% | -$893K | 1.64% | 7 |
|
|
2019
Q3 | $6.42M | Buy |
127,530
+69,558
| +120% | +$3.5M | 2.27% | 4 |
|
|
2019
Q2 | $2.92M | Buy |
57,972
+17,711
| +44% | +$891K | 1.12% | 17 |
|
|
2019
Q1 | $2.02M | Buy |
40,261
+3,377
| +9% | +$170K | 0.82% | 28 |
|
|
2018
Q4 | $1.84M | Buy |
36,884
+2,474
| +7% | +$123K | 0.9% | 24 |
|
|
2018
Q3 | $1.73M | Sell |
34,410
-4,889
| -12% | -$245K | 0.49% | 50 |
|
|
2018
Q2 | $1.97M | Sell |
39,299
-109,232
| -74% | -$5.48M | 0.61% | 30 |
|
|
2018
Q1 | $7.45M | Buy |
148,531
+96,106
| +183% | +$4.82M | 2.59% | 3 |
|
|
2017
Q4 | $2.63M | Buy |
52,425
+35,225
| +205% | +$1.77M | 0.94% | 13 |
|
|
2017
Q3 | $865K | Buy |
17,200
+7,315
| +74% | +$368K | 0.34% | 80 |
|
|
2017
Q2 | $497K | Buy |
9,885
+4,072
| +70% | +$205K | 0.21% | 134 |
|
|
2017
Q1 | $292K | Buy |
+5,813
| New | +$292K | 0.13% | 198 |
|
|
2016
Q2 | – | Sell |
-4,991
| Closed | -$250K | – | 268 |
|
|
2016
Q1 | $250K | Buy |
4,991
+3,934
| +372% | +$197K | 0.14% | 174 |
|
|
2015
Q4 | $53K | Buy |
+1,057
| New | +$53K | 0.03% | 443 |
|