Carlton Hofferkamp & Jenks Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $1.2M | Hold |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $2.09M | Hold |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.13M | Sell |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $2.3M | Buy |
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|
2020
Q3 | $2.25M | Buy |
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|
2020
Q2 | $2.1M | Buy |
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|
2020
Q1 | $2M | Sell |
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|
2019
Q4 | $2.33M | Sell |
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|
2019
Q3 | $2.52M | Sell |
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|
2019
Q2 | $2.6M | Sell |
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|
2019
Q1 | $2.87M | Sell |
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|
2018
Q4 | $3.93M | Buy |
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