PFGIA
Patriot Financial Group Insurance Agency’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,593
| Closed | -$128K | – | 1386 |
|
|
2022
Q2 | $128K | Sell |
2,593
-117
| -4% | -$5.78K | 0.03% | 479 |
|
|
2022
Q1 | $134K | Sell |
2,710
-245
| -8% | -$12.1K | 0.02% | 498 |
|
|
2021
Q4 | $148K | Sell |
2,955
-193
| -6% | -$9.67K | 0.02% | 535 |
|
|
2021
Q3 | $158K | Sell |
3,148
-25
| -0.8% | -$1.26K | 0.03% | 508 |
|
|
2021
Q2 | $159K | Sell |
3,173
-1,141
| -26% | -$57.2K | 0.03% | 486 |
|
|
2021
Q1 | $217K | Sell |
4,314
-4,320
| -50% | -$217K | 0.05% | 364 |
|
|
2020
Q4 | $433K | Sell |
8,634
-1,132
| -12% | -$56.8K | 0.11% | 200 |
|
|
2020
Q3 | $489K | Sell |
9,766
-8,169
| -46% | -$409K | 0.16% | 137 |
|
|
2020
Q2 | $897K | Sell |
17,935
-13,407
| -43% | -$671K | 0.34% | 62 |
|
|
2020
Q1 | $1.52M | Sell |
31,342
-67,033
| -68% | -$3.25M | 0.69% | 21 |
|
|
2019
Q4 | $4.94M | Sell |
98,375
-1,164
| -1% | -$58.5K | 1.85% | 7 |
|
|
2019
Q3 | $5.01M | Buy |
99,539
+25,952
| +35% | +$1.31M | 2.25% | 6 |
|
|
2019
Q2 | $3.7M | Buy |
73,587
+65,972
| +866% | +$3.31M | 1.59% | 9 |
|
|
2019
Q1 | $386K | Sell |
7,615
-62,218
| -89% | -$3.15M | 0.2% | 86 |
|
|
2018
Q4 | $3.48M | Buy |
69,833
+6,359
| +10% | +$317K | 2.29% | 8 |
|
|
2018
Q3 | $3.19M | Sell |
63,474
-10,390
| -14% | -$521K | 1.9% | 9 |
|
|
2018
Q2 | $3.71M | Sell |
73,864
-1,773
| -2% | -$89K | 3.96% | 5 |
|
|
2018
Q1 | $3.79M | Buy |
75,637
+11,769
| +18% | +$590K | 2.8% | 4 |
|
|
2017
Q4 | $3.2M | Buy |
63,868
+8,606
| +16% | +$431K | 2.39% | 5 |
|
|
2017
Q3 | $2.78M | Buy |
55,262
+54,311
| +5,711% | +$2.73M | 2.48% | 6 |
|
|
2017
Q2 | $48K | Buy |
951
+650
| +216% | +$32.8K | 0.05% | 248 |
|
|
2017
Q1 | $15K | Sell |
301
-540
| -64% | -$26.9K | 0.02% | 422 |
|
|
2016
Q4 | $42K | Buy |
+841
| New | +$42K | 0.06% | 245 |
|