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

347

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

About BLACKROCK SHORT MATURITY BOND

Ticker NEAR
Sector ETFs
Industry ETFs

More about NEAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on My Wealth Management Inc. with notifications on news.