WAOTB
Wealth Advisors of Tampa Bay’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$200K | – | 109 |
|
|
2021
Q4 | $200K | Buy |
+4,000
| New | +$200K | 0.05% | 115 |
|
|
2019
Q2 | – | Sell |
-4,732
| Closed | -$238K | – | 74 |
|
|
2019
Q1 | $238K | Hold |
4,732
| – | – | 0.17% | 67 |
|
|
2018
Q4 | $235K | Hold |
4,732
| – | – | 0.19% | 66 |
|
|
2018
Q3 | $238K | Hold |
4,732
| – | – | 0.17% | 64 |
|
|
2018
Q2 | $237K | Hold |
4,732
| – | – | 0.18% | 63 |
|
|
2018
Q1 | $238K | Hold |
4,732
| – | – | 0.17% | 68 |
|
|
2017
Q4 | $238K | Buy |
+4,732
| New | +$238K | 0.16% | 66 |
|