LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.62M | Buy |
32,246
+144
| +0.4% | +$7.22K | 0.7% | 40 |
|
|
2020
Q2 | $1.61M | Sell |
32,102
-10,916
| -25% | -$546K | 0.73% | 41 |
|
|
2020
Q1 | $2.09M | Buy |
43,018
+934
| +2% | +$45.3K | 1.13% | 29 |
|
|
2019
Q4 | $2.12M | Sell |
42,084
-30,828
| -42% | -$1.55M | 0.94% | 33 |
|
|
2019
Q3 | $3.67M | Sell |
72,912
-6,689
| -8% | -$337K | 1.73% | 17 |
|
|
2019
Q2 | $4.01M | Buy |
79,601
+75,772
| +1,979% | +$3.81M | 1.93% | 15 |
|
|
2019
Q1 | $192K | Buy |
+3,829
| New | +$192K | 0.1% | 128 |
|