Caldwell Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-165
|
|
||||
|
2022
Q1 | $8.18K | Buy |
+165
|
|
||||
|
2021
Q3 | – | Sell |
-319
|
|
||||
|
2021
Q2 | $16K | Hold |
319
|
|
||||
|
2021
Q1 | $16K | Hold |
319
|
|
||||
|
2020
Q4 | $16K | Hold |
319
|
|
||||
|
2020
Q3 | $16K | Sell |
319
-638
|
|
||||
|
2020
Q2 | $47.9K | Sell |
957
-1
|
|
||||
|
2020
Q1 | $46.5K | Hold |
958
|
|
||||
|
2019
Q4 | $48.1K | Buy |
+958
|
|