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Valley Wealth Managers’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Valley Wealth Managers’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-359
Closed -$18.1K – 437
2024
Q2 		$18.1K Hold
359
– – ﹤0.01% 267
2024
Q1 		$18.1K Hold
359
– – ﹤0.01% 244
2023
Q4 		$18.1K Hold
359
– – ﹤0.01% 254
2023
Q3 		$17.9K Buy
+359
New +$17.9K ﹤0.01% 262