Avantax Planning 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
2018
Q2
Sell
-2,974
Closed -$149K 1016
2018
Q1
$149K Sell
2,974
-1,827
-38% -$91.5K 0.01% 339
2017
Q4
$241K Buy
+4,801
New +$241K 0.02% 266