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Marcum Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Marcum Wealth’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,924
Closed -$298K – 101
2019
Q4 		$298K Buy
+5,924
New +$298K 0.11% 78