Mountain Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,192
| Closed | -$311K | – | 150 |
|
|
2020
Q4 | $311K | Sell |
6,192
-5,695
| -48% | -$286K | 0.19% | 119 |
|
|
2020
Q3 | $596K | Sell |
11,887
-252,246
| -95% | -$12.6M | 0.38% | 75 |
|
|
2020
Q2 | $13.2M | Buy |
264,133
+15,809
| +6% | +$790K | 6.05% | 4 |
|
|
2020
Q1 | $12.2M | Buy |
248,324
+58,552
| +31% | +$2.87M | 6.29% | 5 |
|
|
2019
Q4 | $9.54M | Buy |
+189,772
| New | +$9.54M | 4.24% | 8 |
|