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 5,635 shares of SHM stock, worth $265,859. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,635
Previous 4,490 25.5%
Holding current value
$265,859
Previous $214,000 24.77%
% of portfolio
0.35%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.08 - $47.2 $2,626 - $2,690
-57 Reduced 1.28%
4,394 $206,000
Q3 2022

Oct 24, 2022

BUY
N/A
1 Added 0.02%
4,451 $205,000
Q1 2022

Apr 29, 2022

BUY
N/A
4,450 New
4,450 $211,000

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Bka Wealth Consulting, Inc. Portfolio

Follow Bka Wealth Consulting, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bka Wealth Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bka Wealth Consulting, Inc. with notifications on news.