Prosperity Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,775
| Closed | -$291K | – | 342 |
|
|
2024
Q1 | $291K | Buy |
5,775
+1,817
| +46% | +$91.7K | 0.03% | 264 |
|
|
2023
Q4 | $200K | Buy |
+3,958
| New | +$200K | 0.02% | 254 |
|
|
2023
Q3 | – | Sell |
-4,551
| Closed | -$226K | – | 246 |
|
|
2023
Q2 | $226K | Buy |
4,551
+322
| +8% | +$16K | 0.03% | 208 |
|
|
2023
Q1 | $210K | Hold |
4,229
| – | – | 0.03% | 194 |
|
|
2022
Q4 | $208K | Buy |
+4,229
| New | +$208K | 0.06% | 183 |
|