Ruggie Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,363
| Closed | -$622K | – | 76 |
|
|
2019
Q3 | $622K | Buy |
+12,363
| New | +$622K | 0.82% | 38 |
|
|
2019
Q2 | – | Sell |
-25,853
| Closed | -$1.3M | – | 324 |
|
|
2019
Q1 | $1.3M | Sell |
25,853
-88,701
| -77% | -$4.46M | 1.53% | 20 |
|
|
2018
Q4 | $5.71M | Buy |
114,554
+105,183
| +1,122% | +$5.24M | 2.56% | 10 |
|
|
2018
Q3 | $470K | Buy |
9,371
+3,254
| +53% | +$163K | 0.31% | 67 |
|
|
2018
Q2 | $307K | Buy |
+6,117
| New | +$307K | 0.16% | 86 |
|