New England Investment & Retirement Group’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
Q3 | $722K | Buy |
14,396
+244
| +2% | +$12.2K | 0.17% | 63 |
|
|
2021
Q2 | $710K | Sell |
14,152
-1,130
| -7% | -$56.7K | 0.15% | 66 |
|
|
2021
Q1 | $767K | Sell |
15,282
-8,057
| -35% | -$404K | 0.19% | 60 |
|
|
2020
Q4 | $1.17M | Sell |
23,339
-7
| -0% | -$351 | 0.27% | 54 |
|
|
2020
Q3 | $1.17M | Buy |
23,346
+3,727
| +19% | +$187K | 0.29% | 52 |
|
|
2020
Q2 | $981K | Buy |
19,619
+6,694
| +52% | +$335K | 0.25% | 51 |
|
|
2020
Q1 | $627K | Sell |
12,925
-304
| -2% | -$14.7K | 0.27% | 38 |
|
|
2019
Q4 | $665K | Buy |
13,229
+38
| +0.3% | +$1.91K | 0.23% | 43 |
|
|
2019
Q3 | $664K | Buy |
13,191
+1,203
| +10% | +$60.6K | 0.28% | 38 |
|
|
2019
Q2 | $603K | Buy |
11,988
+612
| +5% | +$30.8K | 0.24% | 44 |
|
|
2019
Q1 | $572K | Buy |
+11,376
| New | +$572K | 0.26% | 37 |
|