WealthShield Partners’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
Q2 | – | Sell |
-98
| Closed | -$4.86K | – | 500 |
|
|
2023
Q1 | $4.86K | Buy |
+98
| New | +$4.86K | ﹤0.01% | 461 |
|
|
2021
Q3 | – | Sell |
-1,123
| Closed | -$56K | – | 542 |
|
|
2021
Q2 | $56K | Buy |
1,123
+770
| +218% | +$38.4K | 0.01% | 455 |
|
|
2021
Q1 | $18K | Buy |
+353
| New | +$18K | ﹤0.01% | 685 |
|
|
2020
Q4 | – | Sell |
-19,991
| Closed | -$1M | – | 360 |
|
|
2020
Q3 | $1M | Buy |
19,991
+2,741
| +16% | +$137K | 0.35% | 72 |
|
|
2020
Q2 | $863K | Sell |
17,250
-8,485
| -33% | -$424K | 0.4% | 58 |
|
|
2020
Q1 | $1.25M | Buy |
25,735
+8,227
| +47% | +$399K | 0.76% | 28 |
|
|
2019
Q4 | $880K | Sell |
17,508
-6,661
| -28% | -$335K | 0.43% | 50 |
|
|
2019
Q3 | $1.22M | Buy |
24,169
+6,028
| +33% | +$304K | 0.65% | 31 |
|
|
2019
Q2 | $913K | Sell |
18,141
-5,606
| -24% | -$282K | 0.53% | 40 |
|
|
2019
Q1 | $1.19M | Buy |
23,747
+15,842
| +200% | +$796K | 0.67% | 29 |
|
|
2018
Q4 | $394K | Buy |
+7,905
| New | +$394K | 0.27% | 72 |
|