Burt Wealth Advisors Spdr Nuveen Bloomberg Short Te Transaction History

Burt Wealth Advisors

$395 Million
Q4 2024

A detailed history of Burt Wealth Advisors transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Burt Wealth Advisors holds 13,000 shares of SHM stock, worth $620,100. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,000

Previous 13,000 -0.0%

Holding current value

$620,100

Previous $625,000 1.44%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$46.84 - $47.32 $127,170 - $128,473	-2,715 Reduced 17.28%	13,000 $613,000
Q1 2024 Apr 18, 2024	SELL	$47.44 - $47.9 $73,816 - $74,532	-1,556 Reduced 9.01%	15,715 $745,000
Q4 2023 Feb 01, 2024	SELL	$46.12 - $47.85 $29,470 - $30,576	-639 Reduced 3.57%	17,271 $825,000
Q3 2023 Oct 11, 2023	SELL	$46.19 - $47.22 $70,670 - $72,246	-1,530 Reduced 7.87%	17,910 $827,000
Q2 2023 Jul 18, 2023	BUY	$46.54 - $47.72 $299,717 - $307,316	6,440 Added 49.54%	19,440 $914,000
Q4 2022 Jan 17, 2023	BUY	$45.97 - $47.2 $597,610 - $613,600	13,000 New	13,000 $611,000
Q1 2019 Apr 24, 2019	SELL	N/A	-2,332 Closed	0 $0
Q4 2018 Feb 08, 2019	SELL	N/A	-706 Reduced 23.24%	2,332 $112,000
Q3 2018 Oct 30, 2018	BUY	N/A	3,038 New	3,038 $145,000

Others Institutions Holding SHM

# of Institutions

448

Shares Held

76.5M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Spdr Nuveen Bloomberg Short Te Transaction History