JT Stratford LLC’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 |
-20,350
| Closed | -$1M | – | 212 |
|
|
2022
Q2 | $1M | Sell |
20,350
-6,801
| -25% | -$335K | 0.32% | 79 |
|
|
2022
Q1 | $1.35M | Buy |
27,151
+5,629
| +26% | +$279K | 0.39% | 68 |
|
|
2021
Q4 | $1.08M | Sell |
21,522
-3,200
| -13% | -$160K | 0.29% | 83 |
|
|
2021
Q3 | $1.24M | Buy |
24,722
+8,225
| +50% | +$413K | 0.38% | 67 |
|
|
2021
Q2 | $828K | Buy |
16,497
+6,804
| +70% | +$341K | 0.26% | 98 |
|
|
2021
Q1 | $486K | Buy |
+9,693
| New | +$486K | 0.17% | 120 |
|