A detailed history of Bcs Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Bcs Wealth Management holds 14,661 shares of SHM stock, worth $699,916. This represents 0.3% of its overall portfolio holdings.

Number of Shares
14,661
Previous 14,671 0.07%
Holding current value
$699,916
Previous $692,000 2.02%
% of portfolio
0.3%
Previous 0.34%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$47.01 - $48.2 $470 - $482
-10 Reduced 0.07%
14,661 $706,000
Q1 2024

Apr 10, 2024

BUY
$47.44 - $47.9 $78,086 - $78,843
1,646 Added 12.64%
14,671 $696,000
Q4 2023

Jan 11, 2024

BUY
$46.12 - $47.85 $68,073 - $70,626
1,476 Added 12.78%
13,025 $622,000
Q3 2023

Oct 12, 2023

SELL
$46.19 - $47.22 $6,743 - $6,894
-146 Reduced 1.25%
11,549 $534,000
Q2 2023

Jul 19, 2023

SELL
$46.54 - $47.72 $70,461 - $72,248
-1,514 Reduced 11.46%
11,695 $550,000
Q1 2023

Apr 10, 2023

BUY
$46.61 - $47.68 $19,296 - $19,739
414 Added 3.24%
13,209 $628,000
Q4 2022

Jan 10, 2023

BUY
$45.97 - $47.2 $196,337 - $201,591
4,271 Added 50.11%
12,795 $601,000
Q3 2022

Oct 07, 2022

BUY
$46.05 - $47.82 $392,530 - $407,617
8,524 New
8,524 $393,000
Q1 2022

Apr 28, 2022

SELL
$47.3 - $49.17 $287,962 - $299,346
-6,088 Closed
0 $0
Q4 2021

Jan 18, 2022

SELL
$49.16 - $49.38 $41,048 - $41,232
-835 Reduced 12.06%
6,088 $299,000
Q2 2021

Jul 21, 2021

SELL
$49.5 - $49.73 $34,798 - $34,960
-703 Reduced 9.22%
6,923 $343,000
Q1 2021

Apr 28, 2021

SELL
$49.43 - $49.87 $59,612 - $60,143
-1,206 Reduced 13.65%
7,626 $378,000
Q1 2020

Apr 10, 2020

BUY
$43.92 - $49.69 $7,115 - $8,049
162 Added 1.87%
8,832 $432,000
Q4 2019

Feb 10, 2020

BUY
$48.87 - $49.12 $423,702 - $425,870
8,670 New
8,670 $426,000

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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