Successful Portfolios’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
Q4 | – | Sell |
-4,150
| Closed | -$208K | – | 217 |
|
|
2021
Q3 | $208K | Sell |
4,150
-15
| -0.4% | -$752 | 0.12% | 191 |
|
|
2021
Q2 | $209K | Sell |
4,165
-519
| -11% | -$26K | 0.13% | 190 |
|
|
2021
Q1 | $235K | Sell |
4,684
-445
| -9% | -$22.3K | 0.15% | 164 |
|
|
2020
Q4 | $257K | Sell |
5,129
-1,325
| -21% | -$66.4K | 0.18% | 139 |
|
|
2020
Q3 | $323K | Sell |
6,454
-3,082
| -32% | -$154K | 0.26% | 105 |
|
|
2020
Q2 | $477K | Sell |
9,536
-464
| -5% | -$23.2K | 0.42% | 71 |
|
|
2020
Q1 | $485K | Buy |
+10,000
| New | +$485K | 0.49% | 62 |
|