Bka Wealth Consulting, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Bka Wealth Consulting, Inc.

$91.7 Million
Q3 2024

A detailed history of Bka Wealth Consulting, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 5,376 shares of SHM stock, worth $254,499. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,376

Previous 5,996 10.34%

Holding current value

$254,499

Previous $282,000 8.51%

% of portfolio

0.28%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$47.01 - $48.2 $29,146 - $29,884	-620 Reduced 10.34%	5,376 $258,000
Q2 2024 Aug 06, 2024	BUY	$46.84 - $47.32 $16,909 - $17,082	361 Added 6.41%	5,996 $282,000
Q1 2024 Apr 09, 2024	BUY	$47.44 - $47.9 $54,318 - $54,845	1,145 Added 25.5%	5,635 $267,000
Q4 2023 Feb 01, 2024	SELL	$46.12 - $47.85 $4,796 - $4,976	-104 Reduced 2.26%	4,490 $214,000
Q2 2023 Jul 24, 2023	BUY	$46.54 - $47.72 $9,308 - $9,544	200 Added 4.55%	4,594 $216,000
Q1 2023 May 30, 2023	BUY	$46.61 - $47.68 $204,804 - $209,505	4,394 New	4,394 $208,000
Q4 2022 Feb 02, 2023	SELL	$45.97 - $47.2 $2,620 - $2,690	-57 Reduced 1.28%	4,394 $206,000
Q3 2022 Oct 24, 2022	BUY	$46.05 - $47.82 $46 - $47	1 Added 0.02%	4,451 $205,000
Q1 2022 Apr 29, 2022	BUY	$47.3 - $49.17 $210,485 - $218,806	4,450 New	4,450 $211,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Bka Wealth Consulting, Inc. Spdr Nuveen Bloomberg Short Te Transaction History