Royal Harbor Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-59,772
| Closed | -$2.94M | – | 80 |
|
|
2022
Q2 | $2.94M | Hold |
59,772
| – | – | 2.01% | 14 |
|
|
2022
Q1 | $2.96M | Hold |
59,772
| – | – | 1.9% | 16 |
|
|
2021
Q4 | $2.99M | Hold |
59,772
| – | – | 1.89% | 14 |
|
|
2021
Q3 | $3M | Hold |
59,772
| – | – | 2.13% | 14 |
|
|
2021
Q2 | $3M | Buy |
+59,772
| New | +$3M | 1.99% | 15 |
|