WealthSource Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.41M | Sell |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $9.2M | Buy |
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|
2023
Q1 | $5.61M | Buy |
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|
2022
Q4 | $4.17M | Buy |
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|
2022
Q3 | $3.54M | Buy |
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|
2022
Q2 | $3.44M | Sell |
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|
2022
Q1 | $4.2M | Buy |
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|
2021
Q4 | $4.18M | Sell |
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|
2021
Q3 | $4.5M | Buy |
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|
2021
Q2 | $4.06M | Sell |
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|
2021
Q1 | $4.11M | Buy |
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|
2020
Q4 | $4.01M | Sell |
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|
2020
Q3 | $11.8M | Buy |
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|
2020
Q2 | $11.6M | Sell |
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|
2020
Q1 | $19.6M | Buy |
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|
2019
Q4 | $20.3M | Buy |
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|
2019
Q3 | $14.4M | Buy |
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|
2019
Q2 | $12.2M | Buy |
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|
2019
Q1 | $9.26M | Buy |
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|
2018
Q4 | $4.67M | Buy |
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|
2018
Q3 | $4.33M | Buy |
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|
2018
Q2 | $1.07M | Buy |
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|
2018
Q1 | $451K | Hold |
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|
2017
Q4 | $451K | Buy |
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|
2017
Q3 | $436K | Hold |
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|
2017
Q2 | $436K | Buy |
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|
2017
Q1 | $320K | Buy |
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|
2016
Q4 | $319K | Buy |
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|
2016
Q3 | $316K | Sell |
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|
2016
Q2 | $324K | Buy |
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