Parisi Gray 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
2021
Q3
Sell
-2,000
Closed -$100K 389
2021
Q2
$100K Buy
+2,000
New +$100K 0.04% 204
2019
Q2
Sell
-2,000
Closed -$100K 322
2019
Q1
$100K Hold
2,000
0.06% 136
2018
Q4
$100K Buy
+2,000
New +$100K 0.07% 131