Kerntke Otto McGlone Wealth Management Group’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
Q3 | – | Sell |
-12,094
| Closed | -$607K | – | 99 |
|
|
2021
Q2 | $607K | Sell |
12,094
-385
| -3% | -$19.3K | 0.24% | 70 |
|
|
2021
Q1 | $626K | Sell |
12,479
-4,004
| -24% | -$201K | 0.33% | 58 |
|
|
2020
Q4 | $827K | Sell |
16,483
-251
| -1% | -$12.6K | 0.49% | 49 |
|
|
2020
Q3 | $839K | Buy |
16,734
+11,576
| +224% | +$580K | 0.62% | 42 |
|
|
2020
Q2 | $258K | Buy |
5,158
+5
| +0.1% | +$250 | 0.24% | 84 |
|
|
2020
Q1 | $250K | Sell |
5,153
-97
| -2% | -$4.71K | 0.28% | 69 |
|
|
2019
Q4 | $264K | Buy |
+5,250
| New | +$264K | 0.22% | 85 |
|