L.J. Altfest & Co’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 | – | Sell |
-23,729
| Closed | -$1.19M | – | 279 |
|
|
2021
Q4 | $1.19M | Sell |
23,729
-10,242
| -30% | -$511K | 0.23% | 86 |
|
|
2021
Q3 | $1.7M | Hold |
33,971
| – | – | 0.36% | 45 |
|
|
2021
Q2 | $1.7M | Buy |
33,971
+3,109
| +10% | +$156K | 0.37% | 50 |
|
|
2021
Q1 | $1.55M | Buy |
30,862
+16,374
| +113% | +$822K | 0.37% | 53 |
|
|
2020
Q4 | $727K | Buy |
+14,488
| New | +$727K | 0.18% | 101 |
|