Windsor Wealth Management’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
Q3 | $6.35M | Buy |
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|
2023
Q2 | $5.91M | Buy |
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|
2023
Q1 | $5.86M | Sell |
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|
2022
Q4 | $6.33M | Sell |
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|
2022
Q3 | $7.48M | Sell |
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|
2022
Q2 | $8.05M | Buy |
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|
2022
Q1 | $7.79M | Buy |
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|
2021
Q4 | $7.04M | Buy |
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|
2021
Q3 | $6.31M | Buy |
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|
2021
Q2 | $5.73M | Buy |
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|
2021
Q1 | $5.64M | Sell |
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|
2020
Q4 | $5.96M | Sell |
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|
2020
Q3 | $5.98M | Buy |
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|
2020
Q2 | $5.83M | Sell |
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|
2020
Q1 | $5.83M | Buy |
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|
2019
Q4 | $5.11M | Buy |
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|
2019
Q3 | $3.91M | Buy |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.3M | Sell |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $977K | Buy |
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