Dougherty Wealth Advisers’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
2022
Q3
Sell
-625
Closed -$31K 138
2022
Q2
$31K Buy
+625
New +$31K 0.06% 98