BAAM
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Baker Avenue Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-24,285
Closed -$1.18M 245
2020
Q1
$1.18M Sell
24,285
-1,315
-5% -$63.7K 0.14% 70
2019
Q4
$1.29M Buy
25,600
+2,463
+11% +$124K 0.09% 133
2019
Q3
$1.16M Hold
23,137
0.09% 122
2019
Q2
$1.16M Sell
23,137
-555
-2% -$27.9K 0.09% 124
2019
Q1
$1.19M Buy
23,692
+1,435
+6% +$72.1K 0.1% 127
2018
Q4
$1.11M Sell
22,257
-5,905
-21% -$294K 0.11% 132
2018
Q3
$1.41M Buy
+28,162
New +$1.41M 0.12% 130