Beta Wealth Group’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 |
-24,126
| Closed | -$1.21M | – | 97 |
|
|
2021
Q4 | $1.21M | Hold |
24,126
| – | – | 0.87% | 33 |
|
|
2021
Q3 | $1.21M | Buy |
24,126
+5,642
| +31% | +$283K | 0.87% | 33 |
|
|
2021
Q2 | $927K | Buy |
18,484
+150
| +0.8% | +$7.52K | 0.65% | 36 |
|
|
2021
Q1 | $920K | Buy |
18,334
+847
| +5% | +$42.5K | 0.67% | 36 |
|
|
2020
Q4 | $877K | Buy |
+17,487
| New | +$877K | 0.75% | 29 |
|