Perigon 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
Q1 | – | Sell |
-812
| Closed | -$41K | – | 829 |
|
|
2020
Q4 | $41K | Buy |
+812
| New | +$41K | ﹤0.01% | 798 |
|
|
2019
Q4 | – | Sell |
-5,000
| Closed | -$251K | – | 275 |
|
|
2019
Q3 | $251K | Buy |
+5,000
| New | +$251K | 0.06% | 196 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$10K | – | 739 |
|
|
2016
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 477 |
|
|
2016
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 373 |
|