MGIA
Matthew Goff Investment Advisor’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,056
| Closed | -$304K | – | 87 |
|
|
2021
Q3 | $304K | Sell |
6,056
-29,233
| -83% | -$1.47M | 0.07% | 80 |
|
|
2021
Q2 | $1.77M | Sell |
35,289
-113,868
| -76% | -$5.71M | 0.45% | 42 |
|
|
2021
Q1 | $7.49M | Sell |
149,157
-86,063
| -37% | -$4.32M | 2.11% | 17 |
|
|
2020
Q4 | $11.8M | Sell |
235,220
-24,575
| -9% | -$1.23M | 3.51% | 7 |
|
|
2020
Q3 | $13M | Sell |
259,795
-13,971
| -5% | -$700K | 4.15% | 5 |
|
|
2020
Q2 | $13.7M | Sell |
273,766
-4,597
| -2% | -$230K | 4.49% | 6 |
|
|
2020
Q1 | $13.5M | Buy |
278,363
+4,268
| +2% | +$207K | 5.68% | 4 |
|
|
2019
Q4 | $13.8M | Buy |
274,095
+46,071
| +20% | +$2.32M | 5.1% | 4 |
|
|
2019
Q3 | $11.5M | Buy |
228,024
+57,991
| +34% | +$2.92M | 4.74% | 4 |
|
|
2019
Q2 | $8.56M | Buy |
170,033
+92,317
| +119% | +$4.65M | 3.66% | 9 |
|
|
2019
Q1 | $3.9M | Buy |
+77,716
| New | +$3.9M | 1.8% | 24 |
|