Lumature Wealth Partners’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 | $80.4K | Hold |
1,618
| – | – | 0.05% | 200 |
|
|
2023
Q1 | $80.3K | Sell |
1,618
-125
| -7% | -$6.2K | 0.05% | 197 |
|
|
2022
Q4 | $85.9K | Sell |
1,743
-323
| -16% | -$15.9K | 0.05% | 193 |
|
|
2022
Q3 | $102K | Sell |
2,066
-60,741
| -97% | -$3M | 0.05% | 191 |
|
|
2022
Q2 | $3.09M | Buy |
62,807
+61,871
| +6,610% | +$3.05M | 1.38% | 14 |
|
|
2022
Q1 | $46K | Sell |
936
-178
| -16% | -$8.75K | 0.02% | 261 |
|
|
2021
Q4 | $56K | Sell |
1,114
-457
| -29% | -$23K | 0.02% | 223 |
|
|
2021
Q3 | $79K | Sell |
1,571
-165
| -10% | -$8.3K | 0.03% | 199 |
|
|
2021
Q2 | $87K | Sell |
1,736
-56
| -3% | -$2.81K | 0.04% | 187 |
|
|
2021
Q1 | $90K | Buy |
+1,792
| New | +$90K | 0.05% | 174 |
|