WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.69K | Sell |
172
-158
| -48% | -$7.98K | ﹤0.01% | 614 |
|
|
2024
Q3 | $16.9K | Hold |
330
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $16.6K | Hold |
330
| – | – | 0.01% | 479 |
|
|
2024
Q1 | $16.7K | Buy |
+330
| New | +$16.7K | 0.01% | 490 |
|
|
2023
Q4 | – | Sell |
-330
| Closed | -$16.5K | – | 614 |
|
|
2023
Q3 | $16.5K | Hold |
330
| – | – | 0.01% | 457 |
|
|
2023
Q2 | $16.4K | Hold |
330
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $16.4K | Hold |
330
| – | – | 0.01% | 453 |
|
|
2022
Q4 | $16.3K | Hold |
330
| – | – | 0.01% | 229 |
|
|
2022
Q3 | $16.3K | Hold |
330
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $16.3K | Hold |
330
| – | – | 0.01% | 245 |
|
|
2022
Q1 | $16.4K | Buy |
+330
| New | +$16.4K | 0.01% | 251 |
|