Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,992
| Closed | -$404K | – | 389 |
|
|
2023
Q4 | $404K | Sell |
7,992
-3,211
| -29% | -$162K | 0.03% | 428 |
|
|
2023
Q3 | $559K | Sell |
11,203
-1,382
| -11% | -$68.9K | 0.03% | 344 |
|
|
2023
Q2 | $626K | Buy |
12,585
+2,211
| +21% | +$110K | 0.05% | 283 |
|
|
2023
Q1 | $515K | Sell |
10,374
-7,855
| -43% | -$390K | 0.04% | 312 |
|
|
2022
Q4 | $898K | Sell |
18,229
-1,665
| -8% | -$82K | 0.09% | 212 |
|
|
2022
Q3 | $980K | Sell |
19,894
-8,077
| -29% | -$398K | 0.11% | 189 |
|
|
2022
Q2 | $1.38M | Sell |
27,971
-48,415
| -63% | -$2.39M | 0.11% | 196 |
|
|
2022
Q1 | $3.79M | Sell |
76,386
-8,907
| -10% | -$441K | 0.41% | 48 |
|
|
2021
Q4 | $4.26M | Sell |
85,293
-84,994
| -50% | -$4.25M | 0.45% | 42 |
|
|
2021
Q3 | $8.54M | Sell |
170,287
-5,480
| -3% | -$275K | 1.05% | 15 |
|
|
2021
Q2 | $8.82M | Buy |
175,767
+162,751
| +1,250% | +$8.16M | 1.12% | 14 |
|
|
2021
Q1 | $653K | Buy |
+13,016
| New | +$653K | 0.1% | 180 |
|