Shine Investment Advisory Services’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
Q1 | – | Sell |
-3,000
| Closed | -$151K | – | 758 |
|
|
2019
Q4 | $151K | Hold |
3,000
| – | – | 0.06% | 153 |
|
|
2019
Q3 | $151K | Sell |
3,000
-3,318
| -53% | -$167K | 0.07% | 132 |
|
|
2019
Q2 | $318K | Sell |
6,318
-5,294
| -46% | -$266K | 0.15% | 86 |
|
|
2019
Q1 | $583K | Sell |
11,612
-52,198
| -82% | -$2.62M | 0.27% | 55 |
|
|
2018
Q4 | $3.18M | Buy |
+63,810
| New | +$3.18M | 1.57% | 15 |
|