IPG Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,239
| Closed | -$213K | – | 137 |
|
|
2019
Q4 | $213K | Sell |
4,239
-1,095
| -21% | -$55K | 0.07% | 120 |
|
|
2019
Q3 | $269K | Sell |
5,334
-4,296
| -45% | -$216K | 0.09% | 96 |
|
|
2019
Q2 | $485K | Sell |
9,630
-2,000
| -17% | -$101K | 0.18% | 75 |
|
|
2019
Q1 | $584K | Hold |
11,630
| – | – | 0.2% | 73 |
|
|
2018
Q4 | $580K | Buy |
11,630
+2,690
| +30% | +$134K | 0.22% | 61 |
|
|
2018
Q3 | $449K | Buy |
8,940
+3,090
| +53% | +$155K | 0.14% | 92 |
|
|
2018
Q2 | $293K | Buy |
+5,850
| New | +$293K | 0.1% | 115 |
|