My Wealth Management Inc. Blackrock Short Maturity Bond Transaction History

My Wealth Management Inc.

$98.6 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$49.55 - $49.89 $21,108 - $21,253	-426 Reduced 1.03%	41,001 $2.05 Million
Q2 2023 Jul 31, 2023	BUY	$49.48 - $49.72 $32,260 - $32,417	652 Added 1.6%	41,427 $2.06 Million
Q1 2023 Apr 27, 2023	SELL	$49.26 - $49.62 $2,167 - $2,183	-44 Reduced 0.11%	40,775 $2.02 Million
Q4 2022 Feb 01, 2023	SELL	$49.01 - $49.3 $15,193 - $15,283	-310 Reduced 0.75%	40,819 $2.01 Million
Q3 2022 Nov 09, 2022	SELL	$49.19 - $49.38 $958,565 - $962,268	-19,487 Reduced 32.15%	41,129 $2.03 Million
Q2 2022 Aug 01, 2022	SELL	$49.22 - $49.57 $56,455 - $56,856	-1,147 Reduced 1.86%	60,616 $2.99 Million
Q1 2022 May 04, 2022	SELL	$49.51 - $49.96 $1.01 Million - $1.01 Million	-20,301 Reduced 24.74%	61,763 $3.06 Million
Q4 2021 Feb 04, 2022	BUY	$49.93 - $50.12 $4.1 Million - $4.11 Million	82,064 New	82,064 $4.1 Million

Others Institutions Holding NEAR

# of Institutions

348

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

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