Stone House Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,745
| Closed | -$541K | – | 42 |
|
|
2019
Q3 | $541K | Sell |
10,745
-4,029
| -27% | -$203K | 0.27% | 34 |
|
|
2019
Q2 | $744K | Sell |
14,774
-11,823
| -44% | -$595K | 0.39% | 29 |
|
|
2019
Q1 | $1.34M | Sell |
26,597
-330
| -1% | -$16.6K | 0.7% | 28 |
|
|
2018
Q4 | $1.34M | Buy |
26,927
+2,590
| +11% | +$129K | 0.85% | 23 |
|
|
2018
Q3 | $1.22M | Buy |
+24,337
| New | +$1.22M | 0.7% | 27 |
|