Copperleaf Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,200
| Closed | -$211K | – | 62 |
|
|
2021
Q2 | $211K | Hold |
4,200
| – | – | 0.21% | 57 |
|
|
2021
Q1 | $211K | Sell |
4,200
-84,869
| -95% | -$4.26M | 0.23% | 55 |
|
|
2020
Q4 | $4.47M | Sell |
89,069
-64,089
| -42% | -$3.22M | 3.82% | 8 |
|
|
2020
Q3 | $7.68M | Sell |
153,158
-362
| -0.2% | -$18.1K | 7.38% | 2 |
|
|
2020
Q2 | $7.68M | Buy |
153,520
+7,250
| +5% | +$363K | 7.96% | 2 |
|
|
2020
Q1 | $7.09M | Sell |
146,270
-21,989
| -13% | -$1.07M | 8.52% | 2 |
|
|
2019
Q4 | $8.46M | Buy |
+168,259
| New | +$8.46M | 8.57% | 2 |
|