Pineno Levin & Ford 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
2021
Q4
$777K Buy
15,560
+2,400
+18% +$120K 0.23% 70
2021
Q3
$660K Buy
13,160
+600
+5% +$30.1K 0.21% 72
2021
Q2
$630K Buy
12,560
+1,800
+17% +$90.3K 0.2% 71
2021
Q1
$540K Hold
10,760
0.18% 74
2020
Q4
$540K Buy
10,760
+1,100
+11% +$55.2K 0.19% 70
2020
Q3
$484K Buy
+9,660
New +$484K 0.2% 70