Golden State Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-520
| Closed | -$26.6K | – | 713 |
|
|
2024
Q3 | $26.6K | Buy |
+520
| New | +$26.6K | 0.01% | 478 |
|
|
2023
Q2 | – | Sell |
-4,844
| Closed | -$240K | – | 398 |
|
|
2023
Q1 | $240K | Buy |
+4,844
| New | +$240K | 0.13% | 175 |
|
|
2022
Q1 | $342K | Buy |
6,890
+1,349
| +24% | +$67K | 0.17% | 140 |
|
|
2021
Q4 | $277K | Buy |
5,541
+1,462
| +36% | +$73.1K | 0.14% | 137 |
|
|
2021
Q3 | $204K | Buy |
+4,079
| New | +$204K | 0.08% | 216 |
|