Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,002
| Closed | -$991K | – | 45 |
|
|
2022
Q1 | $991K | Sell |
20,002
-250
| -1% | -$12.4K | 0.43% | 28 |
|
|
2021
Q4 | $1.01M | Buy |
20,252
+1,119
| +6% | +$55.9K | 0.42% | 29 |
|
|
2021
Q3 | $959K | Hold |
19,133
| – | – | 0.4% | 29 |
|
|
2021
Q2 | $960K | Sell |
19,133
-1,640
| -8% | -$82.3K | 0.39% | 31 |
|
|
2021
Q1 | $1.04M | Sell |
20,773
-7,207
| -26% | -$362K | 0.47% | 29 |
|
|
2020
Q4 | $1.4M | Sell |
27,980
-600
| -2% | -$30.1K | 0.66% | 20 |
|
|
2020
Q3 | $1.43M | Buy |
28,580
+2,378
| +9% | +$119K | 0.75% | 19 |
|
|
2020
Q2 | $1.31M | Buy |
26,202
+409
| +2% | +$20.4K | 0.72% | 19 |
|
|
2020
Q1 | $1.25M | Sell |
25,793
-1,028
| -4% | -$49.9K | 0.75% | 17 |
|
|
2019
Q4 | $1.35M | Buy |
26,821
+15,730
| +142% | +$791K | 0.58% | 24 |
|
|
2019
Q3 | $558K | Buy |
11,091
+3,400
| +44% | +$171K | 0.26% | 37 |
|
|
2019
Q2 | $387K | Buy |
+7,691
| New | +$387K | 0.18% | 41 |
|