TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,070
| Closed | -$201K | – | 178 |
|
|
2022
Q4 | $201K | Sell |
4,070
-400
| -9% | -$19.7K | 0.11% | 160 |
|
|
2022
Q3 | $220K | Hold |
4,470
| – | – | 0.12% | 150 |
|
|
2022
Q2 | $220K | Sell |
4,470
-1,300
| -23% | -$64K | 0.16% | 140 |
|
|
2022
Q1 | $286K | Buy |
+5,770
| New | +$286K | 0.15% | 143 |
|
|
2021
Q2 | – | Sell |
-13,627
| Closed | -$684K | – | 196 |
|
|
2021
Q1 | $684K | Hold |
13,627
| – | – | 0.39% | 79 |
|
|
2020
Q4 | $684K | Buy |
+13,627
| New | +$684K | 0.4% | 81 |
|