Foster Victor Wealth Advisors’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
Q4 | – | Sell |
-38,590
| Closed | -$1.9M | – | 170 |
|
|
2022
Q3 | $1.9M | Sell |
38,590
-3,827
| -9% | -$188K | 0.28% | 77 |
|
|
2022
Q2 | $2.09M | Sell |
42,417
-2,949
| -7% | -$145K | 0.31% | 77 |
|
|
2022
Q1 | $2.25M | Buy |
45,366
+5,634
| +14% | +$279K | 0.31% | 76 |
|
|
2021
Q4 | $1.98M | Buy |
39,732
+1,497
| +4% | +$74.8K | 0.27% | 82 |
|
|
2021
Q3 | $1.92M | Buy |
38,235
+1,434
| +4% | +$71.9K | 0.31% | 80 |
|
|
2021
Q2 | $1.85M | Sell |
36,801
-135
| -0.4% | -$6.77K | 0.31% | 81 |
|
|
2021
Q1 | $1.85M | Sell |
36,936
-487
| -1% | -$24.4K | 0.34% | 79 |
|
|
2020
Q4 | $1.88M | Buy |
37,423
+183
| +0.5% | +$9.18K | 0.43% | 55 |
|
|
2020
Q3 | $1.87M | Buy |
+37,240
| New | +$1.87M | 0.51% | 49 |
|