Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,173
| Closed | -$614K | – | 184 |
|
|
2024
Q1 | $614K | Buy |
12,173
+19
| +0.2% | +$959 | 0.31% | 71 |
|
|
2023
Q4 | $614K | Buy |
+12,154
| New | +$614K | 0.33% | 70 |
|
|
2022
Q4 | $3.02M | Buy |
61,210
+29,746
| +95% | +$1.47M | 0.43% | 43 |
|
|
2022
Q3 | $1.55M | Buy |
31,464
+2,397
| +8% | +$118K | 0.5% | 41 |
|
|
2022
Q2 | $1.43M | Buy |
29,067
+4,551
| +19% | +$224K | 0.48% | 43 |
|
|
2022
Q1 | $1.22M | Buy |
+24,516
| New | +$1.22M | 0.33% | 59 |
|
|
2021
Q3 | $1.04M | Sell |
20,824
-105
| -0.5% | -$5.26K | 0.37% | 49 |
|
|
2021
Q2 | $1.05M | Buy |
20,929
+1,080
| +5% | +$54.2K | 0.4% | 58 |
|
|
2021
Q1 | $996K | Buy |
+19,849
| New | +$996K | 0.56% | 44 |
|