Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,635
| Closed | -$280K | – | 68 |
|
|
2023
Q1 | $280K | Sell |
5,635
-265
| -4% | -$13.1K | 0.13% | 57 |
|
|
2022
Q4 | $291K | Buy |
+5,900
| New | +$291K | 0.13% | 65 |
|
|
2022
Q3 | – | Sell |
-6,152
| Closed | -$303K | – | 71 |
|
|
2022
Q2 | $303K | Sell |
6,152
-3,022
| -33% | -$149K | 0.19% | 59 |
|
|
2022
Q1 | $455K | Buy |
+9,174
| New | +$455K | 0.28% | 57 |
|