Karn Couzens & Associates’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
Q1 | $1.15M | Sell |
23,099
-4,333
| -16% | -$215K | 0.73% | 28 |
|
|
2021
Q4 | $1.37M | Sell |
27,432
-350
| -1% | -$17.5K | 0.94% | 18 |
|
|
2021
Q3 | $1.39M | Sell |
27,782
-3,965
| -12% | -$199K | 1.06% | 17 |
|
|
2021
Q2 | $1.59M | Sell |
31,747
-4,800
| -13% | -$241K | 1.24% | 16 |
|
|
2021
Q1 | $1.83M | Sell |
36,547
-5,790
| -14% | -$291K | 1.65% | 13 |
|
|
2020
Q4 | $2.12M | Buy |
+42,337
| New | +$2.12M | 2.01% | 10 |
|