Clearwater Capital Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Clearwater Capital Advisors, LLC

$896 Million
Q2 2024

A detailed history of Clearwater Capital Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 21,526 shares of SHM stock, worth $1.04 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

21,526

Previous 21,526 -0.0%

Holding current value

$1.04 Million

Previous $1.02 Million 0.59%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$47.44 - $47.9 $7,163 - $7,232	151 Added 0.71%	21,526 $1.02 Million
Q4 2023 Feb 06, 2024	BUY	$46.12 - $47.85 $109,996 - $114,122	2,385 Added 12.56%	21,375 $1.02 Million
Q2 2023 Aug 08, 2023	SELL	$46.54 - $47.72 $237,354 - $243,372	-5,100 Reduced 21.17%	18,990 $893,000
Q4 2022 Jan 27, 2023	BUY	$45.97 - $47.2 $682,194 - $700,448	14,840 Added 160.43%	24,090 $0
Q2 2022 Jul 21, 2022	BUY	$46.52 - $47.45 $430,310 - $438,912	9,250 New	9,250 $437,000
Q4 2018 Jan 22, 2019	SELL	N/A	-5,471 Closed	0 $0
Q1 2018 May 14, 2018	SELL	N/A	-3,140 Reduced 36.46%	5,471 $262,000
Q4 2017 Feb 05, 2018	SELL	N/A	-8,500 Reduced 49.68%	8,611 $413,000
Q2 2017 Aug 11, 2017	BUY	N/A	17,111	17,111 $830,000

Others Institutions Holding SHM

# of Institutions

460

Shares Held

78.7M

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 Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.

Account

Clearwater Capital Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History