Resurgent Financial 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
Q1 | – | Sell |
-853
| Closed | -$43.1K | – | 376 |
|
|
2023
Q4 | $43.1K | Hold |
853
| – | – | 0.03% | 360 |
|
|
2023
Q3 | $42.6K | Hold |
853
| – | – | 0.03% | 350 |
|
|
2023
Q2 | $42.4K | Hold |
853
| – | – | 0.03% | 354 |
|
|
2023
Q1 | $42.3K | Hold |
853
| – | – | 0.03% | 356 |
|
|
2022
Q4 | $42K | Buy |
+853
| New | +$42K | 0.02% | 462 |
|