Fortress Wealth Management, Inc. Blackrock Short Maturity Bond Transaction History

Fortress Wealth Management, Inc.

  • $180 Million
  • Q3 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 6,347 shares of NEAR stock, worth $321,856. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,347
Previous 6,345 0.03%
Holding current value
$321,856
Previous $319,000 1.88%
% of portfolio
0.18%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$50.09 - $51.31 $100 - $102
2 Added 0.03%
6,347 $325,000
Q2 2024

Jul 16, 2024
SELL
$49.93 - $50.33 $19,322 - $19,477
-387 Reduced 5.75%
6,345 $319,000
Q1 2024

Apr 19, 2024
BUY
$50.23 - $50.75 $1,105 - $1,116
22 Added 0.33%
6,732 $339,000
Q4 2023

Feb 12, 2024
SELL
$49.7 - $50.52 $292,882 - $297,714
-5,893 Reduced 46.76%
6,710 $338,000
Q3 2023

Nov 14, 2023
BUY
$49.55 - $49.89 $2,973 - $2,993
60 Added 0.48%
12,603 $628,000
Q2 2023

Jul 26, 2023
SELL
$49.48 - $49.72 $43,740 - $43,952
-884 Reduced 6.58%
12,543 $623,000
Q1 2023

Apr 20, 2023
SELL
$49.26 - $49.62 $19,556 - $19,699
-397 Reduced 2.87%
13,427 $665,000
Q4 2022

Jan 17, 2023
SELL
$49.01 - $49.3 $61,213 - $61,575
-1,249 Reduced 8.29%
13,824 $0
Q3 2022

Nov 03, 2022
SELL
$49.19 - $49.38 $318,210 - $319,439
-6,469 Reduced 30.03%
15,073 $742,000
Q2 2022

Jul 27, 2022
SELL
$49.22 - $49.57 $407,738 - $410,637
-8,284 Reduced 27.77%
21,542 $1.06 Million
Q1 2022

May 04, 2022
SELL
$49.51 - $49.96 $158,481 - $159,921
-3,201 Reduced 9.69%
29,826 $1.48 Million
Q4 2021

Feb 03, 2022
BUY
$49.93 - $50.12 $1.65 Million - $1.66 Million
33,027 New
33,027 $1.65 Million

Others Institutions Holding NEAR

# of Institutions
348
Shares Held
38.7M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

NEAR Quotes by TradingView
  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
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