UBP Investment Advisors SA NEAR Holdings History
UBP Investment Advisors SA's iShares Short Duration Bond Active ETF Holding Summary
As of 2022-09-30, UBP Investment Advisors SA held 192,152.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $9.47 Mil. This investment constitutes 4.88% of their stock portfolio, and UBP Investment Advisors SA now holds 0.21% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.
The initial trade took place in 2020Q1. And since then UBP Investment Advisors SA has made 6 purchases of NEAR, at an average price of $49.57, for a total of 714,145.00 shares. In addition, there have been 5 sales at an average price of $49.46 for 521,993.00 shares. Based on historical transaction data and NEAR's current price of $51.01, UBP Investment Advisors SA's estimated gain on his NEAR holdings is $215,035.70, reflecting a 0.61% gain to date.
UBP Investment Advisors SA NEAR ($51.01) Holding Chart
UBP Investment Advisors SA NEAR ($51.01) 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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