Midwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $297K | Hold |
6,000
| – | – | 0.18% | 88 |
|
|
2021
Q4 | $300K | Hold |
6,000
| – | – | 0.19% | 84 |
|
|
2021
Q3 | $301K | Sell |
6,000
-3,000
| -33% | -$151K | 0.21% | 89 |
|
|
2021
Q2 | $451K | Hold |
9,000
| – | – | 0.32% | 78 |
|
|
2021
Q1 | $452K | Hold |
9,000
| – | – | 0.37% | 81 |
|
|
2020
Q4 | $452K | Buy |
+9,000
| New | +$452K | 0.41% | 77 |
|