Genovese Burford & Brothers Wealth & Retirement Plan Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,994
| Closed | -$242K | – | 93 |
|
|
2020
Q1 | $242K | Sell |
4,994
-3,042
| -38% | -$147K | 0.07% | 76 |
|
|
2019
Q4 | $404K | Sell |
8,036
-300
| -4% | -$15.1K | 0.09% | 70 |
|
|
2019
Q3 | $420K | Buy |
8,336
+300
| +4% | +$15.1K | 0.11% | 65 |
|
|
2019
Q2 | $404K | Sell |
8,036
-625
| -7% | -$31.4K | 0.11% | 61 |
|
|
2019
Q1 | $435K | Sell |
8,661
-2,605
| -23% | -$131K | 0.12% | 58 |
|
|
2018
Q4 | $562K | Buy |
+11,266
| New | +$562K | 0.18% | 47 |
|
|
2018
Q3 | – | Sell |
-3,393
| Closed | -$170K | – | 259 |
|
|
2018
Q2 | $170K | Buy |
3,393
+272
| +9% | +$13.6K | 0.06% | 87 |
|
|
2018
Q1 | $157K | Buy |
3,121
+427
| +16% | +$21.5K | 0.06% | 89 |
|
|
2017
Q4 | $136K | Buy |
+2,694
| New | +$136K | 0.36% | 60 |
|