Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Hold |
8,043
| – | – | 0.02% | 670 |
|
|
2025
Q1 | $409K | Buy |
+8,043
| New | +$409K | 0.02% | 644 |
|
|
2023
Q2 | – | Sell |
-8,476
| Closed | -$420K | – | 730 |
|
|
2023
Q1 | $420K | Buy |
+8,476
| New | +$420K | 0.03% | 479 |
|
|
2022
Q1 | – | Sell |
-28,933
| Closed | -$1.45M | – | 390 |
|
|
2021
Q4 | $1.45M | Sell |
28,933
-3,197
| -10% | -$160K | 0.08% | 262 |
|
|
2021
Q3 | $1.61M | Buy |
32,130
+1,237
| +4% | +$62K | 0.11% | 212 |
|
|
2021
Q2 | $1.55M | Sell |
30,893
-13,771
| -31% | -$691K | 0.1% | 228 |
|
|
2021
Q1 | $2.24M | Buy |
44,664
+6,029
| +16% | +$303K | 0.08% | 223 |
|
|
2020
Q4 | $1.94M | Sell |
38,635
-3,430
| -8% | -$172K | 0.08% | 212 |
|
|
2020
Q3 | $2.11M | Buy |
42,065
+755
| +2% | +$37.8K | 0.11% | 175 |
|
|
2020
Q2 | $2.07M | Sell |
41,310
-48,993
| -54% | -$2.45M | 0.11% | 170 |
|
|
2020
Q1 | $4.38M | Sell |
90,303
-17,624
| -16% | -$855K | 0.32% | 79 |
|
|
2019
Q4 | $5.42M | Sell |
107,927
-49,974
| -32% | -$2.51M | 0.41% | 48 |
|
|
2019
Q3 | $7.95M | Buy |
+157,901
| New | +$7.95M | 0.66% | 33 |
|
|
2019
Q1 | $1.55M | Sell |
30,857
-535
| -2% | -$26.9K | 0.17% | 130 |
|
|
2018
Q4 | $1.57M | Sell |
31,392
-3,545
| -10% | -$177K | 0.22% | 97 |
|
|
2018
Q3 | $1.99M | Buy |
34,937
+2,644
| +8% | +$150K | 0.29% | 66 |
|
|
2018
Q2 | $1.62M | Buy |
32,293
+15,551
| +93% | +$780K | 0.34% | 71 |
|
|
2018
Q1 | $839K | Buy |
16,742
+3,031
| +22% | +$152K | 0.21% | 109 |
|
|
2017
Q4 | $688K | Buy |
13,711
+744
| +6% | +$37.3K | 0.17% | 123 |
|
|
2017
Q3 | $651K | Buy |
12,967
+920
| +8% | +$46.2K | 0.17% | 116 |
|
|
2017
Q2 | $605K | Buy |
+12,047
| New | +$605K | 0.17% | 117 |
|