Sugarloaf Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $509K | Buy |
|
|||||
|
2024
Q3 | $501K | Sell |
|
|||||
|
2024
Q2 | $725K | Sell |
|
|||||
|
2024
Q1 | $983K | Hold |
|
|||||
|
2023
Q4 | $984K | Sell |
|
|||||
|
2023
Q3 | $1.23M | Hold |
|
|||||
|
2023
Q2 | $1.22M | Buy |
|
|||||
|
2023
Q1 | $818K | Sell |
|
|||||
|
2022
Q4 | $887K | Buy |
|
|||||
|
2022
Q3 | $1.29M | Buy |
|
|||||
|
2022
Q2 | $476K | Buy |
|
|||||
|
2022
Q1 | $278K | Sell |
|
|||||
|
2021
Q4 | $381K | Buy |
|
|||||
|
2021
Q3 | $382K | Buy |
|
|||||
|
2021
Q2 | $373K | Sell |
|
|||||
|
2021
Q1 | $375 | Sell |
|
|||||
|
2020
Q4 | $1.03M | Buy |
|
|||||
|
2020
Q3 | $880K | Sell |
|
|||||
|
2020
Q2 | $1.23M | Buy |
|
|||||
|
2020
Q1 | $961K | Buy |
|
|||||
|
2019
Q4 | $255K | Buy |
|