YWP
YorkBridge Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $817K | Sell |
16,577
-892
| -5% | -$43.9K | 0.21% | 97 |
|
|
2022
Q3 | $861K | Sell |
17,469
-744
| -4% | -$36.7K | 0.22% | 93 |
|
|
2022
Q2 | $897K | Buy |
18,213
+423
| +2% | +$20.8K | 0.23% | 85 |
|
|
2022
Q1 | $882K | Buy |
17,790
+73
| +0.4% | +$3.62K | 0.19% | 92 |
|
|
2021
Q4 | $885K | Buy |
17,717
+1,593
| +10% | +$79.6K | 0.2% | 91 |
|
|
2021
Q3 | $808K | Buy |
16,124
+1,316
| +9% | +$65.9K | 0.2% | 93 |
|
|
2021
Q2 | $743K | Sell |
14,808
-1,720
| -10% | -$86.3K | 0.19% | 95 |
|
|
2021
Q1 | $830K | Sell |
16,528
-12,040
| -42% | -$605K | 0.25% | 80 |
|
|
2020
Q4 | $1.43M | Sell |
28,568
-1,925
| -6% | -$96.6K | 0.48% | 57 |
|
|
2020
Q3 | $1.53M | Sell |
30,493
-1,914
| -6% | -$95.9K | 0.64% | 47 |
|
|
2020
Q2 | $1.62M | Sell |
32,407
-107
| -0.3% | -$5.35K | 0.74% | 39 |
|
|
2020
Q1 | $1.58M | Sell |
32,514
-31,169
| -49% | -$1.51M | 0.97% | 31 |
|
|
2019
Q4 | $3.2M | Sell |
63,683
-26,287
| -29% | -$1.32M | 1.47% | 12 |
|
|
2019
Q3 | $4.53M | Buy |
89,970
+8,555
| +11% | +$431K | 2.28% | 6 |
|
|
2019
Q2 | $4.1M | Sell |
81,415
-14,857
| -15% | -$748K | 1.82% | 8 |
|
|
2019
Q1 | $4.84M | Buy |
96,272
+11,501
| +14% | +$578K | 2.23% | 5 |
|
|
2018
Q4 | $4.23M | Sell |
84,771
-1,771
| -2% | -$88.3K | 2.24% | 5 |
|
|
2018
Q3 | $4.34M | Buy |
86,542
+7,461
| +9% | +$374K | 1.98% | 5 |
|
|
2018
Q2 | $3.97M | Buy |
79,081
+15,116
| +24% | +$758K | 1.74% | 7 |
|
|
2018
Q1 | $3.21M | Buy |
63,965
+27,075
| +73% | +$1.36M | 1.48% | 13 |
|
|
2017
Q4 | $1.85M | Buy |
36,890
+36,830
| +61,383% | +$1.85M | 0.89% | 24 |
|
|
2017
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 747 |
|
|
2017
Q2 | $3K | Buy |
60
+11
| +22% | +$550 | ﹤0.01% | 744 |
|
|
2017
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 777 |
|