Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,318
| Closed | -$66.6K | – | 646 |
|
|
2023
Q4 | $66.6K | Sell |
1,318
-199
| -13% | -$10.1K | 0.01% | 260 |
|
|
2023
Q3 | $75.7K | Sell |
1,517
-93
| -6% | -$4.64K | 0.02% | 243 |
|
|
2023
Q2 | $80K | Hold |
1,610
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $79.8K | Hold |
1,610
| – | – | 0.02% | 244 |
|
|
2022
Q4 | $79.3K | Sell |
1,610
-153
| -9% | -$7.54K | 0.02% | 225 |
|
|
2022
Q3 | $87K | Buy |
+1,763
| New | +$87K | 0.02% | 210 |
|
|
2020
Q1 | – | Sell |
-549
| Closed | -$28K | – | 546 |
|
|
2019
Q4 | $28K | Buy |
+549
| New | +$28K | 0.01% | 296 |
|