Copperleaf Capital, LLC Blackrock Short Maturity Bond Transaction History

Copperleaf Capital, LLC

$123 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$50.12 - $50.16 $210,504 - $210,672	-4,200 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$50.15 - $50.25 $4.26 Million - $4.26 Million	-84,869 Reduced 95.28%	4,200 $211,000
Q4 2020 Feb 04, 2021	SELL	$50.09 - $50.18 $3.21 Million - $3.22 Million	-64,089 Reduced 41.85%	89,069 $4.47 Million
Q3 2020 Nov 05, 2020	SELL	$49.97 - $50.15 $18,089 - $18,154	-362 Reduced 0.24%	153,158 $7.68 Million
Q2 2020 Jul 08, 2020	BUY	$48.5 - $50.01 $351,625 - $362,572	7,250 Added 4.96%	153,520 $7.68 Million
Q1 2020 May 05, 2020	SELL	$45.53 - $50.41 $1 Million - $1.11 Million	-21,989 Reduced 13.07%	146,270 $7.09 Million
Q4 2019 Feb 12, 2020	BUY	$50.21 - $50.36 $8.45 Million - $8.47 Million	168,259 New	168,259 $8.46 Million

Others Institutions Holding NEAR

# of Institutions

365

Shares Held

42.9M

Call Options Held

0

Put Options Held

0

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