NCM Capital 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
2023
Q1
Sell
-4,604
Closed -$227K 171
2022
Q4
$227K Sell
4,604
-3,387
-42% -$167K 0.15% 154
2022
Q3
$394K Hold
7,991
0.3% 107
2022
Q2
$394K Sell
7,991
-101
-1% -$4.98K 0.28% 116
2022
Q1
$401K Buy
+8,092
New +$401K 0.25% 124