Personal Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $991K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $959K | Hold |
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|
2021
Q2 | $960K | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.31M | Buy |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $558K | Buy |
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|
2019
Q2 | $387K | Buy |
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