Howard Capital 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 |
-10,321
| Closed | -$518K | – | 72 |
|
2021
Q2 | $518K | Hold |
10,321
| – | – | 0.1% | 34 |
|
2021
Q1 | $518K | Buy |
10,321
+3,563
| +53% | +$179K | 0.09% | 47 |
|
2020
Q4 | $339K | Buy |
6,758
+50
| +0.7% | +$2.51K | 0.07% | 48 |
|
2020
Q3 | $336K | Buy |
6,708
+2,225
| +50% | +$111K | 0.08% | 45 |
|
2020
Q2 | $224K | Buy |
+4,483
| New | +$224K | 0.06% | 47 |
|