Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-337
| Closed | -$16K | – | 799 |
|
|
2020
Q1 | $16K | Hold |
337
| – | – | ﹤0.01% | 499 |
|
|
2019
Q4 | $17K | Hold |
337
| – | – | ﹤0.01% | 542 |
|
|
2019
Q3 | $17K | Sell |
337
-400
| -54% | -$20.2K | ﹤0.01% | 495 |
|
|
2019
Q2 | $37K | Sell |
737
-59,827
| -99% | -$3M | ﹤0.01% | 410 |
|
|
2019
Q1 | $3.04M | Sell |
60,564
-2,952
| -5% | -$148K | 0.35% | 64 |
|
|
2018
Q4 | $3.17M | Buy |
63,516
+63,118
| +15,859% | +$3.15M | 0.41% | 60 |
|
|
2018
Q3 | $20K | Buy |
398
+397
| +39,700% | +$20K | ﹤0.01% | 503 |
|
|
2018
Q2 | $0 | Sell |
1
-71
| -99% | – | ﹤0.01% | 783 |
|
|
2018
Q1 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 683 |
|
|
2017
Q4 | – | Sell |
-270
| Closed | -$14K | – | 816 |
|
|
2017
Q3 | $14K | Buy |
+270
| New | +$14K | ﹤0.01% | 562 |
|