Goodwin Investment Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-57
| Closed | -$3K | – | 206 |
|
2022
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 183 |
|
2021
Q4 | $3K | Sell |
57
-529
| -90% | -$27.8K | ﹤0.01% | 158 |
|
2021
Q3 | $29K | Sell |
586
-56
| -9% | -$2.77K | 0.03% | 93 |
|
2021
Q2 | $32K | Hold |
642
| – | – | 0.03% | 87 |
|
2021
Q1 | $32K | Hold |
642
| – | – | 0.04% | 98 |
|
2020
Q4 | $32K | Buy |
+642
| New | +$32K | 0.04% | 52 |
|