Clearview Wealth Advisors’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
Q3 | – | Sell |
-474
| Closed | -$23.6K | – | 435 |
|
|
2023
Q2 | $23.6K | Buy |
474
+5
| +1% | +$249 | 0.02% | 260 |
|
|
2023
Q1 | $23.3K | Sell |
469
-87
| -16% | -$4.32K | 0.02% | 257 |
|
|
2022
Q4 | $27.4K | Sell |
556
-5,006
| -90% | -$247K | 0.02% | 211 |
|
|
2022
Q3 | $274K | Sell |
5,562
-653
| -11% | -$32.2K | 0.22% | 72 |
|
|
2022
Q2 | $306K | Buy |
6,215
+12
| +0.2% | +$591 | 0.23% | 70 |
|
|
2022
Q1 | $308K | Sell |
6,203
-1,608
| -21% | -$79.8K | 0.2% | 75 |
|
|
2021
Q4 | $390K | Sell |
7,811
-109
| -1% | -$5.44K | 0.24% | 86 |
|
|
2021
Q3 | $397K | Buy |
7,920
+13
| +0.2% | +$652 | 0.25% | 77 |
|
|
2021
Q2 | $397K | Sell |
7,907
-5,490
| -41% | -$276K | 0.25% | 81 |
|
|
2021
Q1 | $672K | Sell |
13,397
-14,580
| -52% | -$731K | 0.44% | 52 |
|
|
2020
Q4 | $1.4M | Buy |
+27,977
| New | +$1.4M | 0.94% | 25 |
|