Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-240
| Closed | -$12K | – | 322 |
|
|
2022
Q1 | $12K | Hold |
240
| – | – | ﹤0.01% | 293 |
|
|
2021
Q4 | $12K | Hold |
240
| – | – | ﹤0.01% | 306 |
|
|
2021
Q3 | $12K | Hold |
240
| – | – | ﹤0.01% | 343 |
|
|
2021
Q2 | $12K | Sell |
240
-505
| -68% | -$25.3K | ﹤0.01% | 366 |
|
|
2021
Q1 | $37K | Buy |
745
+505
| +210% | +$25.1K | 0.01% | 299 |
|
|
2020
Q4 | $12K | Buy |
+240
| New | +$12K | ﹤0.01% | 361 |
|