SteelPeak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,708
| Closed | -$232K | – | 398 |
|
|
2022
Q4 | $232K | Sell |
4,708
-195
| -4% | -$9.61K | 0.02% | 343 |
|
|
2022
Q3 | $242K | Buy |
4,903
+334
| +7% | +$16.5K | 0.02% | 346 |
|
|
2022
Q2 | $225K | Sell |
4,569
-2,087
| -31% | -$103K | 0.02% | 359 |
|
|
2022
Q1 | $330K | Buy |
+6,656
| New | +$330K | 0.02% | 326 |
|
|
2021
Q3 | – | Sell |
-6,147
| Closed | -$308K | – | 431 |
|
|
2021
Q2 | $308K | Sell |
6,147
-1,507
| -20% | -$75.5K | 0.02% | 325 |
|
|
2021
Q1 | $384K | Sell |
7,654
-4,203
| -35% | -$211K | 0.03% | 253 |
|
|
2020
Q4 | $595K | Sell |
11,857
-105,359
| -90% | -$5.29M | 0.05% | 192 |
|
|
2020
Q3 | $5.87M | Sell |
117,216
-147,098
| -56% | -$7.37M | 0.63% | 40 |
|
|
2020
Q2 | $13.2M | Buy |
264,314
+69,967
| +36% | +$3.5M | 1.67% | 12 |
|
|
2020
Q1 | $9.42M | Buy |
194,347
+11,510
| +6% | +$558K | 1.49% | 12 |
|
|
2019
Q4 | $9.19M | Buy |
+182,837
| New | +$9.19M | 1.27% | 16 |
|