Jackson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.33M | Sell |
46,406
-22,886
| -33% | -$1.15M | 1.2% | 24 |
|
|
2019
Q3 | $3.49M | Sell |
69,292
-39,742
| -36% | -$2M | 2.1% | 16 |
|
|
2019
Q2 | $5.49M | Sell |
109,034
-47,528
| -30% | -$2.39M | 3.57% | 12 |
|
|
2019
Q1 | $7.87M | Sell |
156,562
-83,079
| -35% | -$4.17M | 5.23% | 8 |
|
|
2018
Q4 | $11.9M | Sell |
239,641
-8,826
| -4% | -$440K | 13.19% | 1 |
|
|
2018
Q3 | $12.5M | Buy |
248,467
+241,379
| +3,405% | +$12.1M | 9.9% | 2 |
|
|
2018
Q2 | $356K | Buy |
+7,088
| New | +$356K | 0.32% | 32 |
|