Westshore Wealth’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
2022
Q1
Sell
-4,000
Closed -$200K 99
2021
Q4
$200K Hold
4,000
0.14% 88
2021
Q3
$201K Buy
+4,000
New +$201K 0.16% 76
2019
Q4
$4.62M Buy
+92,014
New +$4.62M 5.09% 5