Coppell Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-67
| Closed | -$3.38K | – | 1306 |
|
|
2024
Q4 | $3.38K | Hold |
67
| – | – | ﹤0.01% | 1429 |
|
|
2024
Q3 | $3.44K | Hold |
67
| – | – | ﹤0.01% | 1339 |
|
|
2024
Q2 | $3.37K | Buy |
+67
| New | +$3.37K | ﹤0.01% | 1282 |
|
|
2023
Q4 | $3.39K | Buy |
+67
| New | +$3.39K | ﹤0.01% | 1192 |
|
|
2023
Q3 | – | Sell |
-67
| Closed | -$3.33K | – | 1428 |
|
|
2023
Q2 | $3.33K | Buy |
+67
| New | +$3.33K | ﹤0.01% | 940 |
|