NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,561
| Closed | -$873K | – | 73 |
|
|
2023
Q2 | $873K | Buy |
17,561
+306
| +2% | +$15.2K | 0.16% | 85 |
|
|
2023
Q1 | $856K | Buy |
17,255
+735
| +4% | +$36.5K | 0.15% | 89 |
|
|
2022
Q4 | $814K | Sell |
16,520
-2,305
| -12% | -$114K | 0.15% | 94 |
|
|
2022
Q3 | $927K | Buy |
18,825
+993
| +6% | +$48.9K | 0.19% | 91 |
|
|
2022
Q2 | $878K | Sell |
17,832
-3,063
| -15% | -$151K | 0.19% | 90 |
|
|
2022
Q1 | $1.04M | Buy |
20,895
+3,994
| +24% | +$198K | 0.2% | 86 |
|
|
2021
Q4 | $844K | Buy |
+16,901
| New | +$844K | 0.16% | 67 |
|