John W. Brooker & Co’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
Q2 | – | Sell |
-3,430
| Closed | -$172K | – | 190 |
|
2021
Q1 | $172K | Sell |
3,430
-1,841
| -35% | -$92.3K | 0.11% | 50 |
|
2020
Q4 | $264K | Buy |
5,271
+17
| +0.3% | +$851 | 0.17% | 48 |
|
2020
Q3 | $263K | Sell |
5,254
-4,478
| -46% | -$224K | 0.18% | 43 |
|
2020
Q2 | $487K | Sell |
9,732
-10,936
| -53% | -$547K | 0.35% | 33 |
|
2020
Q1 | $1M | Buy |
20,668
+82
| +0.4% | +$3.98K | 0.72% | 25 |
|
2019
Q4 | $1.03M | Buy |
+20,586
| New | +$1.03M | 0.66% | 29 |
|