FinTrust Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.32M | Buy |
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|
2024
Q2 | $8.06M | Sell |
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|
2024
Q1 | $8.73M | Buy |
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|
2023
Q4 | $7.67M | Buy |
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|
2023
Q3 | $5.78M | Buy |
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|
2023
Q2 | $2.57M | Hold |
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|
2023
Q1 | $2.57M | Hold |
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|
2022
Q4 | $2.57M | Hold |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | $2.37M | Buy |
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|
2022
Q1 | $1.28M | Hold |
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|
2021
Q4 | $1.29M | Hold |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $239 | Sell |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $416K | Buy |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $598K | Sell |
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|
2019
Q2 | $601K | Sell |
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|
2019
Q1 | $771K | Sell |
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|
2018
Q4 | $1.13M | Buy |
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