Golden State Wealth 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
Q4
Sell
-1,899
Closed -$95K 356
2020
Q3
$95K Buy
+1,899
New +$95K 0.03% 265
2020
Q2
Sell
-5,004
Closed -$243K 637
2020
Q1
$243K Buy
+5,004
New +$243K 0.11% 127