Heritage Wealth Advisors’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
Q1 | – | Sell |
-160,997
| Closed | -$8.09M | – | 535 |
|
|
2019
Q4 | $8.09M | Sell |
160,997
-11,460
| -7% | -$576K | 1.07% | 13 |
|
|
2019
Q3 | $8.68M | Sell |
172,457
-13,465
| -7% | -$678K | 1.28% | 11 |
|
|
2019
Q2 | $9.36M | Sell |
185,922
-3,139
| -2% | -$158K | 1.43% | 11 |
|
|
2019
Q1 | $9.5M | Sell |
189,061
-4,918
| -3% | -$247K | 1.56% | 11 |
|
|
2018
Q4 | $9.67M | Buy |
193,979
+7,884
| +4% | +$393K | 1.89% | 9 |
|
|
2018
Q3 | $9.34M | Buy |
186,095
+33,051
| +22% | +$1.66M | 1.83% | 8 |
|
|
2018
Q2 | $7.69M | Buy |
153,044
+8,844
| +6% | +$444K | 2.87% | 6 |
|
|
2018
Q1 | $7.24M | Buy |
+144,200
| New | +$7.24M | 3% | 5 |
|