Avior Wealth Management’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
Q1 | – | Sell |
-2,097
| Closed | -$106K | – | 1762 |
|
|
2024
Q4 | $106K | Sell |
2,097
-511
| -20% | -$25.8K | ﹤0.01% | 877 |
|
|
2024
Q3 | $134K | Sell |
2,608
-517
| -17% | -$26.5K | 0.01% | 799 |
|
|
2024
Q2 | $157K | Hold |
3,125
| – | – | 0.01% | 737 |
|
|
2024
Q1 | $158K | Buy |
+3,125
| New | +$158K | 0.01% | 780 |
|
|
2022
Q3 | – | Sell |
-52
| Closed | -$2K | – | 1253 |
|
|
2022
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 951 |
|
|
2022
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 991 |
|
|
2021
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 979 |
|
|
2021
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 949 |
|
|
2021
Q2 | $2K | Sell |
52
-1
| -2% | -$38 | ﹤0.01% | 911 |
|
|
2021
Q1 | $2K | Buy |
53
+1
| +2% | +$38 | ﹤0.01% | 912 |
|
|
2020
Q4 | $2K | Sell |
52
-35
| -40% | -$1.35K | ﹤0.01% | 882 |
|
|
2020
Q3 | $4K | Sell |
87
-326
| -79% | -$15K | ﹤0.01% | 771 |
|
|
2020
Q2 | $20K | Buy |
+413
| New | +$20K | ﹤0.01% | 575 |
|
|
2016
Q3 | – | Sell |
-316
| Closed | -$16K | – | 488 |
|
|
2016
Q2 | $16K | Hold |
316
| – | – | 0.01% | 302 |
|
|
2016
Q1 | $16K | Buy |
+316
| New | +$16K | 0.01% | 308 |
|