Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-69,115
| Closed | -$3.44M | – | 121 |
|
|
2023
Q2 | $3.44M | Buy |
69,115
+32,415
| +88% | +$1.61M | 1.6% | 14 |
|
|
2023
Q1 | $1.82M | Buy |
+36,700
| New | +$1.82M | 0.86% | 38 |
|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$200K | – | 239 |
|
|
2021
Q4 | $200K | Buy |
+4,000
| New | +$200K | 0.1% | 113 |
|
|
2021
Q2 | $201K | Hold |
4,000
| – | – | 0.11% | 111 |
|
|
2021
Q1 | $201K | Buy |
+4,000
| New | +$201K | 0.12% | 105 |
|
|
2020
Q3 | $200K | Hold |
4,000
| – | – | 0.16% | 87 |
|
|
2020
Q2 | $200K | Hold |
4,000
| – | – | 0.16% | 87 |
|
|
2020
Q1 | $201K | Hold |
4,000
| – | – | 0.19% | 86 |
|
|
2019
Q4 | $201K | Hold |
4,000
| – | – | 0.18% | 86 |
|
|
2019
Q3 | $201K | Hold |
4,000
| – | – | 0.2% | 76 |
|
|
2019
Q2 | $201K | Hold |
4,000
| – | – | 0.18% | 83 |
|
|
2019
Q1 | $201K | Hold |
4,000
| – | – | 0.19% | 83 |
|
|
2018
Q4 | $199K | Hold |
4,000
| – | – | 0.19% | 86 |
|
|
2018
Q3 | $201K | Hold |
4,000
| – | – | 0.17% | 90 |
|
|
2018
Q2 | $201K | Hold |
4,000
| – | – | 0.18% | 89 |
|
|
2018
Q1 | $201K | Buy |
+4,000
| New | +$201K | 0.19% | 86 |
|