Heritage Wealth Management (Arizona)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$614K	Buy
2023 Q4	$614K	Buy
2022 Q4	$3.02M	Buy
2022 Q3	$1.55M	Buy
2022 Q2	$1.43M	Buy
2022 Q1	$1.22M	Buy
2021 Q3	$1.04M	Sell
2021 Q2	$1.05M	Buy
2021 Q1	$996K	Buy