Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $398K | Sell |
7,935
-58
| -0.7% | -$2.91K | 0.01% | 323 |
|
|
2021
Q2 | $401K | Buy |
7,993
+1,099
| +16% | +$55.1K | 0.01% | 321 |
|
|
2021
Q1 | $346K | Sell |
6,894
-699
| -9% | -$35.1K | 0.01% | 315 |
|
|
2020
Q4 | $381K | Buy |
7,593
+3,570
| +89% | +$179K | 0.01% | 293 |
|
|
2020
Q3 | $202K | Hold |
4,023
| – | – | 0.01% | 321 |
|
|
2020
Q2 | $201K | Buy |
+4,023
| New | +$201K | 0.01% | 303 |
|
|
2020
Q1 | – | Sell |
-15,260
| Closed | -$767K | – | 341 |
|
|
2019
Q4 | $767K | Buy |
+15,260
| New | +$767K | 0.04% | 185 |
|