Garden State Investment Advisory Services’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
Q4
Sell
-4,850
Closed -$242K 219
2023
Q3
$242K Sell
4,850
-1,800
-27% -$89.8K 0.11% 155
2023
Q2
$331K Hold
6,650
0.13% 131
2023
Q1
$330K Buy
6,650
+800
+14% +$39.7K 0.14% 123
2022
Q4
$288K Buy
+5,850
New +$288K 0.17% 132