Lloyd Advisory Services’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
Q1 | – | Sell |
-24
| Closed | -$1K | – | 406 |
|
|
2020
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 342 |
|
|
2020
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 308 |
|
|
2020
Q2 | $1K | Sell |
24
-12,839
| -100% | -$535K | ﹤0.01% | 292 |
|
|
2020
Q1 | $624K | Buy |
12,863
+226
| +2% | +$11K | 0.46% | 18 |
|
|
2019
Q4 | $635K | Buy |
+12,637
| New | +$635K | 0.58% | 24 |
|