Stewardship Financial Advisors, LLC NEAR Holdings History
Stewardship Financial Advisors, LLC's iShares Short Duration Bond Active ETF Holding Summary
As of 2021-03-31, Stewardship Financial Advisors, LLC held 170,361.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $8.55 Mil. This investment constitutes 3% of their stock portfolio, and Stewardship Financial Advisors, LLC now holds 0.19% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.
The initial trade took place in 2019Q4. And since then Stewardship Financial Advisors, LLC has made 4 purchases of NEAR, at an average price of $50.20, for a total of 198,932.00 shares. In addition, there have been 2 sales at an average price of $50.13 for 28,571.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Stewardship Financial Advisors, LLC's estimated gain on his NEAR holdings is $125,139.29, reflecting a 1.25% gain to date.
Stewardship Financial Advisors, LLC NEAR ($50.95) Holding Chart
Stewardship Financial Advisors, LLC NEAR ($50.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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