Harper Investing’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
2023
Q1
Sell
-9,978
Closed -$492K 32
2022
Q4
$492K Sell
9,978
-14,674
-60% -$723K 0.61% 22
2022
Q3
$1.21M Buy
24,652
+1,693
+7% +$83K 1.24% 18
2022
Q2
$1.13M Buy
22,959
+1,398
+6% +$68.9K 1.15% 18
2022
Q1
$1.07M Buy
+21,561
New +$1.07M 0.99% 23