Marino Stram & Associates’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
Q3 | – | Sell |
-14,808
| Closed | -$743K | – | 237 |
|
|
2021
Q2 | $743K | Buy |
+14,808
| New | +$743K | 0.19% | 95 |
|
|
2019
Q2 | – | Sell |
-753
| Closed | -$38K | – | 396 |
|
|
2019
Q1 | $38K | Buy |
753
+336
| +81% | +$17K | 0.03% | 187 |
|
|
2018
Q4 | $21K | Buy |
417
+2
| +0.5% | +$101 | 0.02% | 207 |
|
|
2018
Q3 | $21K | Buy |
415
+2
| +0.5% | +$101 | 0.02% | 241 |
|
|
2018
Q2 | $21K | Buy |
413
+1
| +0.2% | +$51 | 0.02% | 241 |
|
|
2018
Q1 | $21K | Buy |
412
+1
| +0.2% | +$51 | 0.02% | 247 |
|
|
2017
Q4 | $21K | Buy |
+411
| New | +$21K | 0.02% | 250 |
|