Journey Strategic Wealth’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
2022
Q3
Sell
-8,400
Closed -$414K 193
2022
Q2
$414K Hold
8,400
0.06% 67
2022
Q1
$416K Sell
8,400
-700
-8% -$34.7K 0.05% 67
2021
Q4
$455K Buy
+9,100
New +$455K 0.05% 79