V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,992
| Closed | -$295K | – | 396 |
|
|
2022
Q2 | $295K | Sell |
5,992
-10
| -0.2% | -$492 | 0.06% | 314 |
|
|
2022
Q1 | $298K | Sell |
6,002
-386
| -6% | -$19.2K | 0.05% | 349 |
|
|
2021
Q4 | $319K | Sell |
6,388
-132
| -2% | -$6.59K | 0.05% | 347 |
|
|
2021
Q3 | $327K | Buy |
6,520
+4
| +0.1% | +$201 | 0.05% | 341 |
|
|
2021
Q2 | $326K | Buy |
6,516
+17
| +0.3% | +$851 | 0.05% | 346 |
|
|
2021
Q1 | $326K | Sell |
6,499
-82
| -1% | -$4.11K | 0.06% | 327 |
|
|
2020
Q4 | $330K | Buy |
+6,581
| New | +$330K | 0.07% | 291 |
|
|
2020
Q3 | – | Sell |
-23,295
| Closed | -$1.17M | – | 273 |
|
|
2020
Q2 | $1.17M | Buy |
23,295
+4,534
| +24% | +$227K | 0.3% | 82 |
|
|
2020
Q1 | $910K | Buy |
+18,761
| New | +$910K | 0.28% | 91 |
|