SHJ
Sharkey, Howes & Javer’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-27,599
| Closed | -$1.38M | – | 78 |
|
|
2020
Q3 | $1.38M | Buy |
27,599
+580
| +2% | +$29.1K | 0.53% | 29 |
|
|
2020
Q2 | $1.35M | Sell |
27,019
-17,991
| -40% | -$900K | 0.6% | 29 |
|
|
2020
Q1 | $2.18M | Buy |
45,010
+7,904
| +21% | +$383K | 1.14% | 21 |
|
|
2019
Q4 | $1.87M | Sell |
37,106
-52,656
| -59% | -$2.65M | 0.79% | 26 |
|
|
2019
Q3 | $4.52M | Sell |
89,762
-13,775
| -13% | -$693K | 1.95% | 18 |
|
|
2019
Q2 | $5.21M | Sell |
103,537
-28,327
| -21% | -$1.43M | 2.36% | 14 |
|
|
2019
Q1 | $6.63M | Buy |
131,864
+105,344
| +397% | +$5.29M | 3.09% | 9 |
|
|
2018
Q4 | $1.32M | Buy |
26,520
+1,660
| +7% | +$82.8K | 0.86% | 16 |
|
|
2018
Q3 | $1.25M | Buy |
24,860
+13,653
| +122% | +$685K | 0.65% | 18 |
|
|
2018
Q2 | $562K | Buy |
11,207
+11,191
| +69,944% | +$561K | 0.31% | 25 |
|
|
2018
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 206 |
|