PWA
Physician Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.9K | Sell |
1,193
-146
| -11% | -$7.46K | 0.01% | 316 |
|
|
2025
Q1 | $68.1K | Sell |
1,339
-699
| -34% | -$35.5K | 0.01% | 295 |
|
|
2024
Q4 | $103K | Buy |
+2,038
| New | +$103K | 0.02% | 248 |
|
|
2022
Q2 | – | Sell |
-4,137
| Closed | -$205K | – | 157 |
|
|
2022
Q1 | $205K | Sell |
4,137
-456
| -10% | -$22.6K | 0.05% | 148 |
|
|
2021
Q4 | $229K | Buy |
4,593
+175
| +4% | +$8.73K | 0.06% | 146 |
|
|
2021
Q3 | $221K | Sell |
4,418
-139
| -3% | -$6.95K | 0.06% | 148 |
|
|
2021
Q2 | $228K | Buy |
4,557
+377
| +9% | +$18.9K | 0.07% | 137 |
|
|
2021
Q1 | $210K | Sell |
4,180
-1,419
| -25% | -$71.3K | 0.07% | 135 |
|
|
2020
Q4 | $281K | Sell |
5,599
-7,180
| -56% | -$360K | 0.1% | 111 |
|
|
2020
Q3 | $640K | Sell |
12,779
-18,861
| -60% | -$945K | 0.26% | 53 |
|
|
2020
Q2 | $1.58M | Sell |
31,640
-42,605
| -57% | -$2.13M | 0.64% | 32 |
|
|
2020
Q1 | $3.65M | Buy |
74,245
+20,640
| +39% | +$1.01M | 1.82% | 14 |
|
|
2019
Q4 | $2.7M | Buy |
53,605
+7,909
| +17% | +$398K | 1.2% | 19 |
|
|
2019
Q3 | $2.3M | Buy |
+45,696
| New | +$2.3M | 1.12% | 21 |
|