Sequoia 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
Q2 | – | Sell |
-7,756
| Closed | -$391K | – | 1241 |
|
|
2024
Q1 | $391K | Buy |
7,756
+117
| +2% | +$5.9K | ﹤0.01% | 767 |
|
|
2023
Q4 | $386K | Hold |
7,639
| – | – | ﹤0.01% | 828 |
|
|
2023
Q3 | $381K | Sell |
7,639
-1,005
| -12% | -$50.1K | 0.01% | 598 |
|
|
2023
Q2 | $430K | Sell |
8,644
-364
| -4% | -$18.1K | 0.01% | 570 |
|
|
2023
Q1 | $447K | Hold |
9,008
| – | – | 0.01% | 492 |
|
|
2022
Q4 | $444K | Buy |
+9,008
| New | +$444K | 0.01% | 465 |
|
|
2022
Q3 | – | Sell |
-11,008
| Closed | -$542K | – | 567 |
|
|
2022
Q2 | $542K | Hold |
11,008
| – | – | 0.02% | 309 |
|
|
2022
Q1 | $546K | Buy |
+11,008
| New | +$546K | 0.01% | 336 |
|