Aj Wealth Strategies, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 6,604 shares of SHM stock, worth $317,718. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,604

Previous 6,604 -0.0%

Holding current value

$317,718

Previous $314,000 1.27%

% of portfolio

0.01%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	SELL	$46.61 - $47.68 $124,215 - $127,067	-2,665 Reduced 28.75%	6,604 $314,000
Q4 2022 Jan 25, 2023	SELL	$45.97 - $47.2 $1.42 Million - $1.46 Million	-30,966 Reduced 76.96%	9,269 $435,000
Q3 2022 Oct 27, 2022	SELL	$46.05 - $47.82 $525,154 - $545,339	-11,404 Reduced 22.08%	40,235 $1.85 Million
Q2 2022 Aug 04, 2022	BUY	$46.52 - $47.45 $186 - $189	4 Added 0.01%	51,639 $2.44 Million
Q1 2022 May 13, 2022	SELL	$47.3 - $49.17 $59,077 - $61,413	-1,249 Reduced 2.36%	51,635 $2.44 Million
Q4 2021 Jan 26, 2022	BUY	$49.16 - $49.38 $561,358 - $563,870	11,419 Added 27.54%	52,884 $2.6 Million
Q3 2021 Oct 20, 2021	BUY	$49.4 - $49.69 $345 - $347	7 Added 0.02%	41,465 $2.05 Million
Q2 2021 Aug 16, 2021	BUY	$49.5 - $49.73 $396 - $397	8 Added 0.02%	41,458 $2.06 Million
Q1 2021 May 06, 2021	SELL	$49.43 - $49.87 $587,426 - $592,655	-11,884 Reduced 22.28%	41,450 $2.05 Million
Q4 2020 Feb 16, 2021	SELL	$49.66 - $49.86 $35,804 - $35,949	-721 Reduced 1.33%	53,334 $2.66 Million
Q3 2020 Nov 16, 2020	SELL	$49.76 - $50.06 $277,063 - $278,734	-5,568 Reduced 9.34%	54,055 $2.7 Million
Q2 2020 Aug 14, 2020	SELL	$48.24 - $49.96 $17.1 Million - $17.7 Million	-353,770 Reduced 85.58%	59,623 $2.97 Million
Q1 2020 May 15, 2020	BUY	$43.92 - $49.69 $2.14 Million - $2.42 Million	48,635 Added 13.33%	413,393 $20.2 Million
Q4 2019 Feb 14, 2020	BUY	$48.87 - $49.12 $2.4 Million - $2.42 Million	49,189 Added 15.59%	364,758 $17.9 Million
Q3 2019 Nov 26, 2019	BUY	$48.76 - $49.06 $822,825 - $827,887	16,875 Added 5.65%	315,569 $15.5 Million
Q2 2019 Aug 19, 2019	BUY	N/A	64,231 Added 27.39%	298,694 $14.6 Million
Q1 2019 May 13, 2019	BUY	N/A	38,940 Added 19.92%	234,463 $11.4 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-18,362 Reduced 8.58%	195,523 $9.4 Million
Q3 2018 Nov 15, 2018	BUY	N/A	29,737 Added 16.15%	213,885 $10.2 Million
Q2 2018 Jul 19, 2018	BUY	N/A	15,248 Added 9.03%	184,148 $8.84 Million
Q1 2018 Jul 19, 2018	SELL	N/A	-30,351 Reduced 15.23%	168,900 $8.08 Million
Q4 2017 Jul 19, 2018	BUY	N/A	58,652 Added 41.72%	199,251 $9.55 Million
Q3 2017 Jul 19, 2018	BUY	N/A	471 Added 0.34%	140,599 $6.83 Million
Q2 2017 Jul 19, 2018	BUY	N/A	17,176 Added 13.97%	140,128 $6.8 Million
Q1 2017 Jul 19, 2018	BUY	N/A	3,698 Added 3.1%	122,952 $5.96 Million
Q4 2016 Jul 19, 2018	BUY	N/A	119,254	119,254 $5.72 Million

Others Institutions Holding SHM

# of Institutions

452

Shares Held

70.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Aj Wealth Strategies, LLC Spdr Nuveen Bloomberg Short Te Transaction History