Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-94,822
| Closed | -$4.73M | – | 361 |
|
|
2023
Q3 | $4.73M | Sell |
94,822
-2,191
| -2% | -$109K | 0.83% | 23 |
|
|
2023
Q2 | $4.82M | Buy |
97,013
+3,150
| +3% | +$157K | 0.84% | 29 |
|
|
2023
Q1 | $4.66M | Buy |
93,863
+76,580
| +443% | +$3.8M | 0.88% | 24 |
|
|
2022
Q4 | $852K | Sell |
17,283
-3,428
| -17% | -$169K | 0.19% | 108 |
|
|
2022
Q3 | $1.02M | Sell |
20,711
-67,182
| -76% | -$3.31M | 0.22% | 78 |
|
|
2022
Q2 | $4.33M | Buy |
+87,893
| New | +$4.33M | 0.91% | 27 |
|