Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,153
| Closed | -$254K | – | 115 |
|
|
2022
Q4 | $254K | Sell |
5,153
-9,147
| -64% | -$451K | 0.21% | 91 |
|
|
2022
Q3 | $704K | Buy |
14,300
+5,300
| +59% | +$261K | 0.5% | 53 |
|
|
2022
Q2 | $443K | Sell |
9,000
-17,974
| -67% | -$885K | 0.47% | 38 |
|
|
2022
Q1 | $1.34M | Sell |
26,974
-2,048
| -7% | -$102K | 0.73% | 38 |
|
|
2021
Q4 | $1.45M | Sell |
29,022
-6,417
| -18% | -$320K | 0.76% | 39 |
|
|
2021
Q3 | $1.78M | Sell |
35,439
-1,542
| -4% | -$77.3K | 0.99% | 29 |
|
|
2021
Q2 | $1.86M | Sell |
36,981
-1,597
| -4% | -$80.1K | 1.02% | 27 |
|
|
2021
Q1 | $1.94M | Buy |
38,578
+2,803
| +8% | +$141K | 1.13% | 23 |
|
|
2020
Q4 | $1.79M | Buy |
35,775
+6,195
| +21% | +$311K | 1.12% | 25 |
|
|
2020
Q3 | $1.48M | Buy |
29,580
+1,700
| +6% | +$85.2K | 1.06% | 27 |
|
|
2020
Q2 | $1.39M | Buy |
27,880
+4,730
| +20% | +$237K | 1.14% | 30 |
|
|
2020
Q1 | $1.12M | Buy |
23,150
+23,050
| +23,050% | +$1.12M | 1.18% | 26 |
|
|
2019
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 400 |
|