HighTower Trust’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
Q3 | – | Sell |
-18,795
| Closed | -$940K | – | 110 |
|
2020
Q2 | $940K | Sell |
18,795
-2,256
| -11% | -$113K | 0.14% | 70 |
|
2020
Q1 | $1.02M | Hold |
21,051
| – | – | 0.18% | 65 |
|
2019
Q4 | $1.06M | Buy |
21,051
+128
| +0.6% | +$6.43K | 0.13% | 70 |
|
2019
Q3 | $1.05M | Buy |
20,923
+973
| +5% | +$49K | 0.13% | 71 |
|
2019
Q2 | $1M | Buy |
+19,950
| New | +$1M | 0.13% | 72 |
|