Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,665
| Closed | -$633K | – | 780 |
|
|
2020
Q2 | $633K | Sell |
12,665
-132,574
| -91% | -$6.63M | 0.06% | 277 |
|
|
2020
Q1 | $7.04M | Sell |
145,239
-113,733
| -44% | -$5.52M | 0.81% | 19 |
|
|
2019
Q4 | $13M | Sell |
258,972
-172,409
| -40% | -$8.66M | 1.22% | 12 |
|
|
2019
Q3 | $21.7M | Buy |
431,381
+5,395
| +1% | +$272K | 2.32% | 5 |
|
|
2019
Q2 | $21.4M | Sell |
425,986
-236,211
| -36% | -$11.9M | 2.23% | 5 |
|
|
2019
Q1 | $33.3M | Buy |
662,197
+436,103
| +193% | +$21.9M | 3.63% | 3 |
|
|
2018
Q4 | $11.3M | Buy |
+226,094
| New | +$11.3M | 1.4% | 7 |
|