RFN
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RDA Financial Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-32,734
Closed -$1.64M 231
2021
Q1
$1.64M Hold
32,734
0.7% 41
2020
Q4
$1.64M Sell
32,734
-65,723
-67% -$3.3M 0.74% 40
2020
Q3
$4.93M Sell
98,457
-526
-0.5% -$26.4K 2.24% 7
2020
Q2
$4.95M Buy
98,983
+92,133
+1,345% +$4.61M 2.47% 7
2020
Q1
$332K Buy
6,850
+860
+14% +$41.7K 0.2% 115
2019
Q4
$302K Buy
5,990
+198
+3% +$9.98K 0.12% 179
2019
Q3
$291K Sell
5,792
-1,715
-23% -$86.2K 0.12% 174
2019
Q2
$377K Buy
+7,507
New +$377K 0.17% 140