Graves Light Lenhart Wealth’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
Q3 | – | Sell |
-384
| Closed | -$19K | – | 425 |
|
2022
Q2 | $19K | Hold |
384
| – | – | ﹤0.01% | 428 |
|
2022
Q1 | $19K | Hold |
384
| – | – | ﹤0.01% | 478 |
|
2021
Q4 | $19K | Hold |
384
| – | – | ﹤0.01% | 535 |
|
2021
Q3 | $19K | Hold |
384
| – | – | ﹤0.01% | 502 |
|
2021
Q2 | $19K | Hold |
384
| – | – | ﹤0.01% | 507 |
|
2021
Q1 | $19K | Hold |
384
| – | – | ﹤0.01% | 513 |
|
2020
Q4 | $19K | Buy |
+384
| New | +$19K | ﹤0.01% | 493 |
|