DGS Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,965
| Closed | -$254K | – | 323 |
|
|
2024
Q3 | $254K | Buy |
4,965
+17
| +0.3% | +$871 | 0.07% | 242 |
|
|
2024
Q2 | $249K | Buy |
4,948
+65
| +1% | +$3.27K | 0.07% | 232 |
|
|
2024
Q1 | $246K | Buy |
4,883
+327
| +7% | +$16.5K | 0.07% | 234 |
|
|
2023
Q4 | $230K | Buy |
4,556
+180
| +4% | +$9.09K | 0.09% | 203 |
|
|
2023
Q3 | $218K | Buy |
+4,376
| New | +$218K | 0.11% | 198 |
|