York Bridge Wealth Partners, LLC Blackrock Short Maturity Bond Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 16,577 shares of NEAR stock, worth $840,619. This represents 0.21% of its overall portfolio holdings.

Number of Shares

16,577

Previous 17,469 5.11%

Holding current value

$840,619

Previous $861,000 5.23%

% of portfolio

0.21%

Previous 0.22%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$49.01 - $49.3 $43,716 - $43,975	-892 Reduced 5.11%	16,577 $0
Q3 2022 Oct 18, 2022	SELL	$49.19 - $49.38 $36,597 - $36,738	-744 Reduced 4.08%	17,469 $861,000
Q2 2022 Jul 15, 2022	BUY	$49.22 - $49.57 $20,820 - $20,968	423 Added 2.38%	18,213 $897,000
Q1 2022 Apr 15, 2022	BUY	$49.51 - $49.96 $3,614 - $3,647	73 Added 0.41%	17,790 $882,000
Q4 2021 Jan 19, 2022	BUY	$49.93 - $50.12 $79,538 - $79,841	1,593 Added 9.88%	17,717 $885,000
Q3 2021 Oct 22, 2021	BUY	$50.12 - $50.16 $65,957 - $66,010	1,316 Added 8.89%	16,124 $808,000
Q2 2021 Jul 22, 2021	SELL	$50.15 - $50.21 $86,258 - $86,361	-1,720 Reduced 10.41%	14,808 $743,000
Q1 2021 Apr 15, 2021	SELL	$50.15 - $50.25 $603,806 - $605,010	-12,040 Reduced 42.15%	16,528 $830,000
Q4 2020 Jan 19, 2021	SELL	$50.09 - $50.18 $96,423 - $96,596	-1,925 Reduced 6.31%	28,568 $1.43 Million
Q3 2020 Oct 19, 2020	SELL	$49.97 - $50.15 $95,642 - $95,987	-1,914 Reduced 5.91%	30,493 $1.53 Million
Q2 2020 Jul 20, 2020	SELL	$48.5 - $50.01 $5,189 - $5,351	-107 Reduced 0.33%	32,407 $1.62 Million
Q1 2020 Apr 16, 2020	SELL	$45.53 - $50.41 $1.42 Million - $1.57 Million	-31,169 Reduced 48.94%	32,514 $1.58 Million
Q4 2019 Jan 17, 2020	SELL	$50.21 - $50.36 $1.32 Million - $1.32 Million	-26,287 Reduced 29.22%	63,683 $3.2 Million
Q3 2019 Oct 21, 2019	BUY	$50.26 - $50.34 $429,974 - $430,658	8,555 Added 10.51%	89,970 $4.53 Million
Q2 2019 Jul 18, 2019	SELL	N/A	-14,857 Reduced 15.43%	81,415 $4.1 Million
Q1 2019 May 09, 2019	BUY	N/A	11,501 Added 13.57%	96,272 $4.84 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,771 Reduced 2.05%	84,771 $4.23 Million
Q3 2018 Nov 14, 2018	BUY	N/A	7,461 Added 9.43%	86,542 $4.34 Million
Q2 2018 Aug 10, 2018	BUY	N/A	15,116 Added 23.63%	79,081 $3.97 Million
Q1 2018 May 15, 2018	BUY	N/A	27,075 Added 73.39%	63,965 $3.21 Million
Q4 2017 Feb 12, 2018	BUY	N/A	36,830 Added 61383.33%	36,890 $1.85 Million
Q2 2017 Aug 14, 2017	BUY	N/A	60	60 $3,000

Others Institutions Holding NEAR

# of Institutions

367

Shares Held

42.8M

Call Options Held

Put Options Held

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York Bridge Wealth Partners, LLC Blackrock Short Maturity Bond Transaction History