TRUSTCORE FINANCIAL SERVICES, LLC NEAR Holdings History
TRUSTCORE FINANCIAL SERVICES, LLC's iShares Short Duration Bond Active ETF Holding Summary
As of 2022-12-31, TRUSTCORE FINANCIAL SERVICES, LLC held 1.33 Mil shares of iShares Short Duration Bond Active ETF(NEAR), totaling $65.28 Mil. This investment constitutes 5.74% of their stock portfolio, and TRUSTCORE FINANCIAL SERVICES, LLC now holds 1.63% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.
The initial trade took place in 2020Q1. And since then TRUSTCORE FINANCIAL SERVICES, LLC has made 9 purchases of NEAR, at an average price of $49.94, for a total of 1.67 Mil shares. In addition, there have been 3 sales at an average price of $49.61 for 342,493.00 shares. Based on historical transaction data and NEAR's current price of $50.89, TRUSTCORE FINANCIAL SERVICES, LLC's estimated gain on his NEAR holdings is $1.13 Mil, reflecting a 1.36% gain to date.
TRUSTCORE FINANCIAL SERVICES, LLC NEAR ($50.89) Holding Chart
TRUSTCORE FINANCIAL SERVICES, LLC NEAR ($50.89) 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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