Claraphi Advisory Network’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
Q4 | – | Sell |
-7,377
| Closed | -$370K | – | 299 |
|
|
2020
Q3 | $370K | Buy |
+7,377
| New | +$370K | 0.13% | 147 |
|
|
2020
Q2 | – | Sell |
-734
| Closed | -$36K | – | 874 |
|
|
2020
Q1 | $36K | Buy |
+734
| New | +$36K | 0.02% | 531 |
|
|
2019
Q4 | – | Sell |
-850
| Closed | -$43K | – | 337 |
|
|
2019
Q3 | $43K | Sell |
850
-5,238
| -86% | -$265K | 0.03% | 278 |
|
|
2019
Q2 | $306K | Sell |
6,088
-54
| -0.9% | -$2.71K | 0.18% | 148 |
|
|
2019
Q1 | $309K | Buy |
+6,142
| New | +$309K | 0.19% | 142 |
|