Burt Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,600
| Closed | -$78K | – | 431 |
|
|
2020
Q1 | $78K | Hold |
1,600
| – | – | 0.04% | 127 |
|
|
2019
Q4 | $80K | Hold |
1,600
| – | – | 0.03% | 140 |
|
|
2019
Q3 | $81K | Hold |
1,600
| – | – | 0.03% | 141 |
|
|
2019
Q2 | $81K | Hold |
1,600
| – | – | 0.04% | 137 |
|
|
2019
Q1 | $80K | Hold |
1,600
| – | – | 0.04% | 139 |
|
|
2018
Q4 | $80K | Hold |
1,600
| – | – | 0.04% | 140 |
|
|
2018
Q3 | $80K | Hold |
1,600
| – | – | 0.04% | 154 |
|
|
2018
Q2 | $80K | Hold |
1,600
| – | – | 0.04% | 144 |
|
|
2018
Q1 | $80K | Hold |
1,600
| – | – | 0.04% | 143 |
|
|
2017
Q4 | $80K | Hold |
1,600
| – | – | 0.05% | 144 |
|
|
2017
Q3 | $80K | Hold |
1,600
| – | – | 0.05% | 144 |
|
|
2017
Q2 | $80K | Sell |
1,600
-26,000
| -94% | -$1.3M | 0.06% | 140 |
|
|
2017
Q1 | $1.39M | Hold |
27,600
| – | – | 1% | 14 |
|
|
2016
Q4 | $1.39M | Buy |
27,600
+26,000
| +1,625% | +$1.3M | 1.24% | 13 |
|
|
2016
Q3 | $80K | Hold |
1,600
| – | – | 0.09% | 121 |
|
|
2016
Q2 | $80K | Hold |
1,600
| – | – | 0.09% | 121 |
|
|
2016
Q1 | $80K | Buy |
+1,600
| New | +$80K | 0.07% | 128 |
|