GWMR
GC Wealth Management RIA’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
52,550
-5,658
| -10% | -$289K | 0.22% | 104 |
|
|
2025
Q1 | $2.96M | Sell |
58,208
-466
| -0.8% | -$23.7K | 0.54% | 43 |
|
|
2024
Q4 | $2.96M | Sell |
58,674
-540
| -0.9% | -$27.3K | 0.52% | 38 |
|
|
2024
Q3 | $3.03M | Buy |
59,214
+7,194
| +14% | +$369K | 0.53% | 38 |
|
|
2024
Q2 | $2.62M | Buy |
52,020
+4,845
| +10% | +$244K | 0.52% | 38 |
|
|
2024
Q1 | $2.38M | Buy |
47,175
+12,558
| +36% | +$634K | 0.48% | 40 |
|
|
2023
Q4 | $1.75M | Buy |
+34,617
| New | +$1.75M | 0.79% | 29 |
|