World Equity Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-21,049
| Closed | -$1.02M | – | 466 |
|
2023
Q1 | $1.02M | Sell |
21,049
-4,896
| -19% | -$238K | 0.15% | 159 |
|
2022
Q4 | $1.28M | Sell |
25,945
-779
| -3% | -$38.4K | 0.3% | 92 |
|
2022
Q3 | $1.32M | Buy |
26,724
+4,465
| +20% | +$220K | 0.33% | 77 |
|
2022
Q2 | $1.1M | Buy |
22,259
+13,124
| +144% | +$647K | 0.28% | 98 |
|
2022
Q1 | $453K | Buy |
+9,135
| New | +$453K | 0.1% | 219 |
|