Independent Wealth Network’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
Q2 | – | Sell |
-5,343
| Closed | -$265K | – | 216 |
|
|
2023
Q1 | $265K | Sell |
5,343
-224
| -4% | -$11.1K | 0.17% | 146 |
|
|
2022
Q4 | $274K | Sell |
5,567
-194
| -3% | -$9.56K | 0.19% | 136 |
|
|
2022
Q3 | $284K | Buy |
5,761
+1,102
| +24% | +$54.3K | 0.22% | 125 |
|
|
2022
Q2 | $230K | Buy |
+4,659
| New | +$230K | 0.17% | 152 |
|
|
2022
Q1 | – | Sell |
-4,032
| Closed | -$201K | – | 217 |
|
|
2021
Q4 | $201K | Buy |
+4,032
| New | +$201K | 0.12% | 200 |
|