Bogart Wealth LLC’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 |
-11
| Closed | -$556 | – | 1472 |
|
|
2024
Q4 | $556 | Hold |
11
| – | – | ﹤0.01% | 1257 |
|
|
2024
Q3 | $564 | Hold |
11
| – | – | ﹤0.01% | 1063 |
|
|
2024
Q2 | $554 | Buy |
+11
| New | +$554 | ﹤0.01% | 1047 |
|
|
2023
Q4 | – | Sell |
-29
| Closed | -$1.45K | – | 1109 |
|
|
2023
Q3 | $1.45K | Buy |
+29
| New | +$1.45K | ﹤0.01% | 923 |
|
|
2021
Q2 | – | Sell |
-3,982
| Closed | -$200K | – | 712 |
|
|
2021
Q1 | $200K | Buy |
+3,982
| New | +$200K | 0.03% | 134 |
|
|
2017
Q1 | – | Sell |
-5,097
| Closed | -$256K | – | 68 |
|
|
2016
Q4 | $256K | Buy |
+5,097
| New | +$256K | 0.17% | 64 |
|