Horst & Graben Wealth Management’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 | – | Sell |
-4,325
| Closed | -$217K | – | 138 |
|
|
2021
Q2 | $217K | Sell |
4,325
-43
| -1% | -$2.16K | 0.06% | 123 |
|
|
2021
Q1 | $219K | Sell |
4,368
-60
| -1% | -$3.01K | 0.07% | 118 |
|
|
2020
Q4 | $222K | Sell |
4,428
-2,218
| -33% | -$111K | 0.08% | 104 |
|
|
2020
Q3 | $333K | Buy |
6,646
+549
| +9% | +$27.5K | 0.13% | 88 |
|
|
2020
Q2 | $305K | Sell |
6,097
-58,373
| -91% | -$2.92M | 0.13% | 76 |
|
|
2020
Q1 | $3.13M | Buy |
+64,470
| New | +$3.13M | 1.64% | 13 |
|