Insight Wealth Strategies’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
Q1 | – | Sell |
-10,486
| Closed | -$526K | – | 230 |
|
|
2020
Q4 | $526K | Sell |
10,486
-1,191
| -10% | -$59.7K | 0.09% | 110 |
|
|
2020
Q3 | $585K | Buy |
11,677
+39
| +0.3% | +$1.95K | 0.11% | 90 |
|
|
2020
Q2 | $582K | Sell |
11,638
-1,837
| -14% | -$91.9K | 0.13% | 75 |
|
|
2020
Q1 | $653K | Sell |
13,475
-4,370
| -24% | -$212K | 0.17% | 56 |
|
|
2019
Q4 | $897K | Buy |
17,845
+187
| +1% | +$9.4K | 0.19% | 87 |
|
|
2019
Q3 | $889K | Sell |
17,658
-240,426
| -93% | -$12.1M | 0.21% | 76 |
|
|
2019
Q2 | $13M | Sell |
258,084
-8,147
| -3% | -$410K | 3.17% | 12 |
|
|
2019
Q1 | $13.4M | Buy |
266,231
+7,698
| +3% | +$387K | 3.74% | 9 |
|
|
2018
Q4 | $12.9M | Buy |
+258,533
| New | +$12.9M | 3.95% | 10 |
|