MSI Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $6.43M | Buy |
128,130
+57,384
| +81% | +$2.88M | 0.21% | 115 |
|
2016
Q3 | $3.55M | Sell |
70,746
-11,090
| -14% | -$557K | 0.12% | 176 |
|
2016
Q2 | $4.11M | Buy |
81,836
+28,329
| +53% | +$1.42M | 0.15% | 157 |
|
2016
Q1 | $2.68M | Buy |
53,507
+4,755
| +10% | +$238K | 0.11% | 193 |
|
2015
Q4 | $2.44M | Buy |
48,752
+11,868
| +32% | +$594K | 0.11% | 191 |
|
2015
Q3 | $1.85M | Buy |
36,884
+2,821
| +8% | +$141K | 0.14% | 152 |
|
2015
Q2 | $1.71M | Buy |
34,063
+6,000
| +21% | +$301K | 0.12% | 191 |
|
2015
Q1 | $1.41M | Buy |
28,063
+11,856
| +73% | +$594K | 0.1% | 227 |
|
2014
Q4 | $811K | Buy |
+16,207
| New | +$811K | 0.09% | 259 |
|