Peak Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,998
| Closed | -$1.01M | – | 127 |
|
|
2019
Q4 | $1.01M | Buy |
19,998
+11,309
| +130% | +$568K | 0.3% | 54 |
|
|
2019
Q3 | $437K | Buy |
8,689
+1,268
| +17% | +$63.8K | 0.14% | 78 |
|
|
2019
Q2 | $373K | Sell |
7,421
-4,075
| -35% | -$205K | 0.12% | 89 |
|
|
2019
Q1 | $578K | Buy |
11,496
+3,877
| +51% | +$195K | 0.2% | 71 |
|
|
2018
Q4 | $380K | Buy |
7,619
+850
| +13% | +$42.4K | 0.14% | 86 |
|
|
2018
Q3 | $340K | Buy |
+6,769
| New | +$340K | 0.11% | 92 |
|
|
2015
Q2 | – | Sell |
-4,990
| Closed | -$250K | – | 126 |
|
|
2015
Q1 | $250K | Buy |
+4,990
| New | +$250K | 0.12% | 101 |
|