Northwest 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
Q2 | – | Sell |
-4,050
| Closed | -$201K | – | 153 |
|
|
2023
Q1 | $201K | Buy |
+4,050
| New | +$201K | 0.08% | 147 |
|
|
2022
Q2 | – | Sell |
-7,846
| Closed | -$389K | – | 153 |
|
|
2022
Q1 | $389K | Hold |
7,846
| – | – | 0.19% | 97 |
|
|
2021
Q4 | $392K | Buy |
7,846
+130
| +2% | +$6.5K | 0.18% | 94 |
|
|
2021
Q3 | $387K | Hold |
7,716
| – | – | 0.19% | 88 |
|
|
2021
Q2 | $387K | Hold |
7,716
| – | – | 0.2% | 86 |
|
|
2021
Q1 | $387K | Buy |
7,716
+716
| +10% | +$35.9K | 0.24% | 80 |
|
|
2020
Q4 | $351K | Hold |
7,000
| – | – | 0.24% | 83 |
|
|
2020
Q3 | $351K | Buy |
+7,000
| New | +$351K | 0.29% | 74 |
|