Stewardship Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $8.55M | Sell |
170,361
-10,310
| -6% | -$517K | 2.97% | 9 |
|
|
2020
Q4 | $9.06M | Sell |
180,671
-18,261
| -9% | -$916K | 3.31% | 9 |
|
|
2020
Q3 | $9.97M | Buy |
198,932
+771
| +0.4% | +$38.6K | 4.13% | 6 |
|
|
2020
Q2 | $9.91M | Buy |
198,161
+18,411
| +10% | +$921K | 4.36% | 6 |
|
|
2020
Q1 | $8.72M | Buy |
179,750
+3,049
| +2% | +$148K | 4.44% | 6 |
|
|
2019
Q4 | $8.88M | Buy |
176,701
+20,858
| +13% | +$1.05M | 3.24% | 11 |
|
|
2019
Q3 | $7.85M | Buy |
155,843
+4,887
| +3% | +$246K | 3.31% | 11 |
|
|
2019
Q2 | $7.6M | Sell |
150,956
-89,710
| -37% | -$4.52M | 3.28% | 11 |
|
|
2019
Q1 | $12.1M | Sell |
240,666
-32,720
| -12% | -$1.64M | 5.57% | 9 |
|
|
2018
Q4 | $13.6M | Buy |
273,386
+31,942
| +13% | +$1.59M | 6.99% | 5 |
|
|
2018
Q3 | $12.1M | Buy |
241,444
+112,307
| +87% | +$5.64M | 5.7% | 7 |
|
|
2018
Q2 | $6.48M | Buy |
+129,137
| New | +$6.48M | 3.23% | 11 |
|