Sea Crest Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Sea Crest Wealth Management, LLC

$902 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$49.22 - $49.57 $24,610 - $24,785	500 New	500 $25,000
Q1 2022 May 16, 2022	SELL	$49.51 - $49.96 $303,743 - $306,504	-6,135 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$49.93 - $50.12 $19,822 - $19,897	-397 Reduced 6.08%	6,135 $306,000
Q2 2021 Aug 12, 2021	BUY	$50.15 - $50.21 $25,075 - $25,105	500 Added 8.29%	6,532 $328,000
Q1 2021 May 17, 2021	SELL	$50.15 - $50.25 $17,702 - $17,738	-353 Reduced 5.53%	6,032 $303,000
Q1 2020 May 13, 2020	SELL	$45.53 - $50.41 $139,731 - $154,708	-3,069 Reduced 32.46%	6,385 $310,000
Q4 2019 Jan 22, 2020	SELL	$50.21 - $50.36 $22,393 - $22,460	-446 Reduced 4.51%	9,454 $475,000
Q3 2019 Oct 15, 2019	BUY	$50.26 - $50.34 $497,574 - $498,366	9,900 New	9,900 $498,000

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

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