Destiny Wealth Partners’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
Q1 | – | Sell |
-1,036
| Closed | -$51K | – | 465 |
|
|
2022
Q4 | $51K | Hold |
1,036
| – | – | 0.01% | 292 |
|
|
2022
Q3 | $51K | Hold |
1,036
| – | – | 0.01% | 278 |
|
|
2022
Q2 | $51K | Hold |
1,036
| – | – | 0.01% | 278 |
|
|
2022
Q1 | $51K | Sell |
1,036
-50
| -5% | -$2.46K | 0.01% | 312 |
|
|
2021
Q4 | $54K | Hold |
1,086
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $54K | Buy |
+1,086
| New | +$54K | 0.01% | 283 |
|
|
2021
Q2 | – | Sell |
-1,395
| Closed | -$70K | – | 382 |
|
|
2021
Q1 | $70K | Sell |
1,395
-347
| -20% | -$17.4K | 0.01% | 236 |
|
|
2020
Q4 | $87K | Buy |
+1,742
| New | +$87K | 0.02% | 243 |
|