White Lighthouse Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,360
| Closed | -$269K | – | 123 |
|
|
2019
Q4 | $269K | Sell |
5,360
-4,940
| -48% | -$248K | 0.1% | 116 |
|
|
2019
Q3 | $519K | Sell |
10,300
-440
| -4% | -$22.2K | 0.21% | 75 |
|
|
2019
Q2 | $541K | Sell |
10,740
-2,060
| -16% | -$104K | 0.23% | 76 |
|
|
2019
Q1 | $643K | Sell |
12,800
-18,160
| -59% | -$912K | 0.3% | 65 |
|
|
2018
Q4 | $1.54M | Sell |
30,960
-32,880
| -52% | -$1.64M | 0.85% | 31 |
|
|
2018
Q3 | $3.2M | Buy |
63,840
+10,650
| +20% | +$535K | 1.63% | 16 |
|
|
2018
Q2 | $2.67M | Buy |
53,190
+10,460
| +24% | +$525K | 1.47% | 18 |
|
|
2018
Q1 | $2.14M | Buy |
42,730
+21,630
| +103% | +$1.08M | 1.23% | 20 |
|
|
2017
Q4 | $1.06M | Buy |
+21,100
| New | +$1.06M | 0.61% | 43 |
|