Teamwork 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
Q3 | – | Sell |
-4,456
| Closed | -$224K | – | 279 |
|
|
2021
Q2 | $224K | Sell |
4,456
-639
| -13% | -$32.1K | 0.05% | 228 |
|
|
2021
Q1 | $256K | Sell |
5,095
-3,500
| -41% | -$176K | 0.06% | 205 |
|
|
2020
Q4 | $431K | Sell |
8,595
-3,651
| -30% | -$183K | 0.1% | 137 |
|
|
2020
Q3 | $614K | Buy |
12,246
+3,459
| +39% | +$173K | 0.19% | 103 |
|
|
2020
Q2 | $439K | Buy |
+8,787
| New | +$439K | 0.16% | 119 |
|