Jackson Grant Investment Advisers’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
Q2 | – | Sell |
-6,946
| Closed | – | – | 220 |
|
|
2020
Q1 | $0 | Sell |
6,946
-152,707
| -96% | – | ﹤0.01% | 221 |
|
|
2019
Q4 | $8.02M | Buy |
159,653
+11,105
| +7% | +$558K | 4.34% | 6 |
|
|
2019
Q3 | $7.48M | Buy |
148,548
+13,819
| +10% | +$696K | 4.25% | 6 |
|
|
2019
Q2 | $6.78M | Buy |
134,729
+9,130
| +7% | +$460K | 3.95% | 7 |
|
|
2019
Q1 | $6.31M | Buy |
125,599
+65,136
| +108% | +$3.27M | 3.79% | 7 |
|
|
2018
Q4 | $3.01M | Buy |
60,463
+8,864
| +17% | +$442K | 2.12% | 10 |
|
|
2018
Q3 | $2.59M | Buy |
51,599
+20,985
| +69% | +$1.05M | 1.62% | 14 |
|
|
2018
Q2 | $1.54M | Buy |
30,614
+5,538
| +22% | +$278K | 1.06% | 20 |
|
|
2018
Q1 | $1.26M | Sell |
25,076
-7,264
| -22% | -$364K | 0.88% | 20 |
|
|
2017
Q4 | $1.62M | Sell |
32,340
-10,519
| -25% | -$527K | 1.1% | 18 |
|
|
2017
Q3 | $2.16M | Buy |
42,859
+1,344
| +3% | +$67.6K | 1.56% | 16 |
|
|
2017
Q2 | $2.09M | Buy |
+41,515
| New | +$2.09M | 1.62% | 13 |
|