Ropes Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $381K | Hold |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $381K | Hold |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $380K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $501K | Buy |
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