Bogart Wealth LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bogart Wealth LLC’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$556	Hold
2024 Q3	$564	Hold
2024 Q2	$554	Buy
2023 Q4	–	Sell
2023 Q3	$1.45K	Buy
2021 Q2	–	Sell
2021 Q1	$200K	Buy
2017 Q1	–	Sell
2016 Q4	$256K	Buy