Keystone Financial Group (Kentucky)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-81,998
| Closed | -$4.12M | – | 233 |
|
|
2019
Q4 | $4.12M | Buy |
81,998
+15,517
| +23% | +$780K | 1.11% | 15 |
|
|
2019
Q3 | $3.35M | Buy |
66,481
+1,798
| +3% | +$90.5K | 1.03% | 23 |
|
|
2019
Q2 | $3.26M | Sell |
64,683
-1,625
| -2% | -$81.8K | 1.06% | 23 |
|
|
2019
Q1 | $3.33M | Buy |
66,308
+483
| +0.7% | +$24.3K | 1.18% | 18 |
|
|
2018
Q4 | $3.28M | Buy |
65,825
+2,065
| +3% | +$103K | 1.48% | 13 |
|
|
2018
Q3 | $3.19M | Buy |
63,760
+4,382
| +7% | +$220K | 1.31% | 19 |
|
|
2018
Q2 | $2.97M | Buy |
59,378
+8,534
| +17% | +$427K | 1.66% | 15 |
|
|
2018
Q1 | $2.55M | Sell |
50,844
-15,775
| -24% | -$791K | 1.42% | 19 |
|
|
2017
Q4 | $3.31M | Buy |
+66,619
| New | +$3.31M | 2.06% | 11 |
|