Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-9
| Closed | – | – | 954 |
|
|
2024
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1271 |
|
|
2024
Q2 | – | Sell |
-9
| Closed | -$454 | – | 1295 |
|
|
2024
Q1 | $454 | Sell |
9
-15
| -63% | -$757 | ﹤0.01% | 1162 |
|
|
2023
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q3 | $1.2K | Buy |
+24
| New | +$1.2K | ﹤0.01% | 1122 |
|
|
2023
Q1 | $11K | Buy |
+220
| New | +$11K | ﹤0.01% | 785 |
|
|
2022
Q4 | – | Sell |
-216
| Closed | -$10K | – | 823 |
|
|
2022
Q3 | $10K | Buy |
+216
| New | +$10K | ﹤0.01% | 728 |
|