Lenox Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $134K | Buy |
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|
2019
Q4 | $91K | Sell |
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|
2019
Q3 | $143K | Sell |
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|
2019
Q2 | $148K | Buy |
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|
2019
Q1 | $100K | Buy |
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|
2018
Q4 | $30K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $968K | Buy |
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|
2018
Q1 | $182K | Buy |
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|
2017
Q4 | $19K | Sell |
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|
2017
Q3 | $20K | Buy |
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|
2017
Q2 | $18K | Buy |
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