Total Clarity Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,657
| Closed | -$1.4M | – | 278 |
|
|
2024
Q1 | $1.4M | Buy |
27,657
+35
| +0.1% | +$1.77K | 0.49% | 52 |
|
|
2023
Q4 | $1.4M | Buy |
27,622
+179
| +0.7% | +$9.04K | 0.57% | 49 |
|
|
2023
Q3 | $1.37M | Sell |
27,443
-18,824
| -41% | -$939K | 0.66% | 42 |
|
|
2023
Q2 | $2.3M | Sell |
46,267
-131,848
| -74% | -$6.56M | 1.14% | 17 |
|
|
2023
Q1 | $8.83M | Buy |
178,115
+74,040
| +71% | +$3.67M | 4.8% | 2 |
|
|
2022
Q4 | $5.13M | Buy |
104,075
+73,643
| +242% | +$3.63M | 2.61% | 2 |
|
|
2022
Q3 | $1.5M | Sell |
30,432
-208
| -0.7% | -$10.2K | 0.94% | 25 |
|
|
2022
Q2 | $1.51M | Sell |
30,640
-99
| -0.3% | -$4.88K | 0.78% | 29 |
|
|
2022
Q1 | $1.52M | Sell |
30,739
-869
| -3% | -$43.1K | 0.84% | 33 |
|
|
2021
Q4 | $1.58M | Buy |
31,608
+1,480
| +5% | +$73.9K | 0.72% | 31 |
|
|
2021
Q3 | $1.51M | Buy |
30,128
+1,478
| +5% | +$74.1K | 0.72% | 34 |
|
|
2021
Q2 | $1.44M | Buy |
28,650
+18,120
| +172% | +$909K | 0.8% | 36 |
|
|
2021
Q1 | $529K | Buy |
+10,530
| New | +$529K | 0.3% | 80 |
|
|
2020
Q1 | – | Sell |
-6,023
| Closed | -$303K | – | 435 |
|
|
2019
Q4 | $303K | Buy |
+6,023
| New | +$303K | 0.23% | 93 |
|