Tempus Wealth Planning’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
2022
Q4
Sell
-4,303
Closed -$212K 194
2022
Q3
$212K Hold
4,303
0.14% 162
2022
Q2
$212K Buy
+4,303
New +$212K 0.17% 119
2021
Q2
Sell
-3,986
Closed -$200K 147
2021
Q1
$200K Buy
+3,986
New +$200K 0.21% 96