WealthTrust Fairport’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $560K | Sell |
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|
2018
Q4 | $645K | Hold |
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|
2018
Q3 | $649K | Hold |
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|
2018
Q2 | $649K | Sell |
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|
2018
Q1 | $1.1M | Hold |
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|
2017
Q4 | $1.1M | Hold |
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|
2017
Q3 | $1.1M | Sell |
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|
2017
Q2 | $1.37M | Sell |
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|
2017
Q1 | $2.15M | Sell |
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|
2016
Q4 | $2.34M | Sell |
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|
2016
Q3 | $3.23M | Buy |
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|
2016
Q2 | $1.96M | Sell |
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|
2016
Q1 | $2.35M | Buy |
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|
2015
Q4 | $2.15M | Buy |
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|
2015
Q3 | $1.88M | Hold |
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|
2015
Q2 | $1.89M | Buy |
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|
2015
Q1 | $904K | Sell |
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|
2014
Q4 | $951K | Buy |
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