Magnus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,100
| Closed | -$356K | – | 314 |
|
|
2020
Q4 | $356K | Hold |
7,100
| – | – | 0.04% | 187 |
|
|
2020
Q3 | $356K | Sell |
7,100
-1,000
| -12% | -$50.1K | 0.04% | 164 |
|
|
2020
Q2 | $405K | Hold |
8,100
| – | – | 0.04% | 217 |
|
|
2020
Q1 | $393K | Hold |
8,100
| – | – | 0.05% | 192 |
|
|
2019
Q4 | $407K | Hold |
8,100
| – | – | 0.06% | 189 |
|
|
2019
Q3 | $408K | Buy |
8,100
+400
| +5% | +$20.1K | 0.08% | 157 |
|
|
2019
Q2 | $388K | Sell |
7,700
-437
| -5% | -$22K | 0.07% | 164 |
|
|
2019
Q1 | $409K | Sell |
8,137
-200
| -2% | -$10.1K | 0.08% | 142 |
|
|
2018
Q4 | $416K | Buy |
+8,337
| New | +$416K | 0.11% | 111 |
|