CFO4Life Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,701
| Closed | -$389K | – | 205 |
|
|
2023
Q4 | $389K | Buy |
+7,701
| New | +$389K | 0.07% | 122 |
|
|
2022
Q1 | – | Sell |
-4,810
| Closed | -$240K | – | 163 |
|
|
2021
Q4 | $240K | Sell |
4,810
-894
| -16% | -$44.6K | 0.05% | 133 |
|
|
2021
Q3 | $286K | Sell |
5,704
-72,195
| -93% | -$3.62M | 0.07% | 112 |
|
|
2021
Q2 | $3.91M | Buy |
77,899
+4,561
| +6% | +$229K | 0.9% | 20 |
|
|
2021
Q1 | $3.68M | Buy |
73,338
+27,061
| +58% | +$1.36M | 0.92% | 20 |
|
|
2020
Q4 | $2.32M | Buy |
46,277
+24,649
| +114% | +$1.24M | 0.67% | 27 |
|
|
2020
Q3 | $1.08M | Buy |
21,628
+3,621
| +20% | +$181K | 0.37% | 37 |
|
|
2020
Q2 | $901K | Buy |
18,007
+9,969
| +124% | +$499K | 0.35% | 41 |
|
|
2020
Q1 | $390K | Buy |
8,038
+2,038
| +34% | +$98.9K | 0.21% | 66 |
|
|
2019
Q4 | $302K | Buy |
+6,000
| New | +$302K | 0.13% | 96 |
|
|
2019
Q2 | – | Sell |
-4,645
| Closed | -$233K | – | 125 |
|
|
2019
Q1 | $233K | Buy |
+4,645
| New | +$233K | 0.11% | 104 |
|
|
2018
Q4 | – | Sell |
-183,184
| Closed | -$9.19M | – | 133 |
|
|
2018
Q3 | $9.19M | Buy |
+183,184
| New | +$9.19M | 4.08% | 4 |
|