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