Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,152
| Closed | -$108K | – | 763 |
|
|
2021
Q3 | $108K | Buy |
2,152
+4
| +0.2% | +$201 | 0.04% | 277 |
|
|
2021
Q2 | $108K | Sell |
2,148
-231
| -10% | -$11.6K | 0.04% | 208 |
|
|
2021
Q1 | $119K | Hold |
2,379
| – | – | 0.06% | 161 |
|
|
2020
Q4 | $119K | Sell |
2,379
-21,398
| -90% | -$1.07M | 0.06% | 159 |
|
|
2020
Q3 | $1.19M | Buy |
23,777
+3,218
| +16% | +$161K | 0.7% | 25 |
|
|
2020
Q2 | $1.03M | Sell |
20,559
-12,082
| -37% | -$604K | 0.72% | 25 |
|
|
2020
Q1 | $1.6M | Buy |
32,641
+7,646
| +31% | +$375K | 1.4% | 15 |
|
|
2019
Q4 | $1.26M | Sell |
24,995
-4,692
| -16% | -$236K | 0.99% | 19 |
|
|
2019
Q3 | $1.49M | Buy |
29,687
+3,607
| +14% | +$182K | 1.41% | 13 |
|
|
2019
Q2 | $1.31M | Sell |
26,080
-3,410
| -12% | -$172K | 1.15% | 12 |
|
|
2019
Q1 | $1.48M | Buy |
29,490
+1,272
| +5% | +$63.9K | 1.12% | 12 |
|
|
2018
Q4 | $1.41M | Buy |
+28,218
| New | +$1.41M | 1.05% | 14 |
|