Lake Point Wealth Management’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
2019
Q2
$31K Hold
624
0.01% 198
2019
Q1
$31K Sell
624
-26,260
-98% -$1.3M 0.01% 198
2018
Q4
$1.34M Buy
+26,884
New +$1.34M 0.5% 38