Dynasty Wealth 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
2018
Q4
Sell
-5,400
Closed -$271K 69
2018
Q3
$271K Sell
5,400
-700
-11% -$35.1K 0.35% 82
2018
Q2
$306K Sell
6,100
-1,050
-15% -$52.7K 0.63% 46
2018
Q1
$359K Sell
7,150
-1,158
-14% -$58.1K 0.15% 32
2017
Q4
$416K Buy
+8,308
New +$416K 0.72% 40