Financial Strategies Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,925
| Closed | -$297K | – | 74 |
|
|
2020
Q4 | $297K | Buy |
5,925
+145
| +3% | +$7.27K | 0.17% | 50 |
|
|
2020
Q3 | $290K | Sell |
5,780
-839
| -13% | -$42.1K | 0.2% | 43 |
|
|
2020
Q2 | $331K | Hold |
6,619
| – | – | 0.25% | 32 |
|
|
2020
Q1 | $321K | Sell |
6,619
-482
| -7% | -$23.4K | 0.29% | 27 |
|
|
2019
Q4 | $357K | Buy |
+7,101
| New | +$357K | 0.29% | 30 |
|