Jackson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,450
| Closed | -$1.43M | – | 141 |
|
|
2019
Q4 | $1.43M | Buy |
28,450
+1,610
| +6% | +$80.9K | 0.24% | 96 |
|
|
2019
Q3 | $1.35M | Sell |
26,840
-33,657
| -56% | -$1.69M | 0.28% | 85 |
|
|
2019
Q2 | $3.04M | Sell |
60,497
-6,926
| -10% | -$348K | 0.66% | 38 |
|
|
2019
Q1 | $3.39M | Sell |
67,423
-12,214
| -15% | -$614K | 0.83% | 34 |
|
|
2018
Q4 | $3.97M | Buy |
79,637
+4,784
| +6% | +$239K | 1.19% | 25 |
|
|
2018
Q3 | $3.76M | Sell |
74,853
-857
| -1% | -$43K | 0.79% | 32 |
|
|
2018
Q2 | $3.8M | Buy |
+75,710
| New | +$3.8M | 0.88% | 31 |
|