MorganRosel 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
2020 Q1	–	Sell	-16,411	Closed	-$825K	–	75
2019 Q4	$825K	Buy	16,411 +2,625	+19%	+$132K	0.63%	28
2019 Q3	$694K	Buy	13,786 +7,675	+126%	+$386K	0.57%	42
2019 Q2	$308K	Buy	+6,111	New	+$308K	0.25%	56