Aveo Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,070
| Closed | -$403K | – | 288 |
|
|
2021
Q4 | $403K | Buy |
8,070
+1,774
| +28% | +$88.6K | 0.07% | 198 |
|
|
2021
Q3 | $316K | Hold |
6,296
| – | – | 0.07% | 202 |
|
|
2021
Q2 | $316K | Hold |
6,296
| – | – | 0.07% | 208 |
|
|
2021
Q1 | $316K | Sell |
6,296
-8,874
| -58% | -$445K | 0.08% | 185 |
|
|
2020
Q4 | $761K | Sell |
15,170
-401
| -3% | -$20.1K | 1.18% | 27 |
|
|
2020
Q3 | $780K | Buy |
15,571
+401
| +3% | +$20.1K | 0.28% | 75 |
|
|
2020
Q2 | $759K | Sell |
15,170
-1,066
| -7% | -$53.3K | 1.53% | 16 |
|
|
2020
Q1 | $787K | Buy |
16,236
+4,982
| +44% | +$241K | 0.38% | 59 |
|
|
2019
Q4 | $566K | Buy |
11,254
+5,021
| +81% | +$253K | 0.22% | 100 |
|
|
2019
Q3 | $313K | Buy |
6,233
+493
| +9% | +$24.8K | 0.13% | 126 |
|
|
2019
Q2 | $289K | Buy |
+5,740
| New | +$289K | 0.13% | 139 |
|