Elmwood Wealth Management, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 13,523 shares of SHM stock, worth $641,125. This represents 0.29% of its overall portfolio holdings.

Number of Shares

13,523

Holding current value

$641,125

% of portfolio

0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$47.01 - $48.2 $635,716 - $651,808	13,523 New	13,523 $650,000
Q2 2022 Jul 12, 2022	SELL	$46.52 - $47.45 $336,107 - $342,826	-7,225 Closed	0 $0
Q4 2021 Feb 08, 2022	SELL	$49.16 - $49.38 $9,832 - $9,876	-200 Reduced 2.69%	7,225 $355,000
Q2 2021 Aug 13, 2021	SELL	$49.5 - $49.73 $4,950 - $4,973	-100 Reduced 1.33%	7,425 $368,000
Q2 2020 Aug 13, 2020	BUY	$48.24 - $49.96 $247,230 - $256,045	5,125 Added 213.54%	7,525 $375,000
Q1 2020 May 12, 2020	SELL	$43.92 - $49.69 $181,170 - $204,971	-4,125 Reduced 63.22%	2,400 $0
Q3 2019 Nov 13, 2019	BUY	$48.76 - $49.06 $24,380 - $24,530	500 Added 8.3%	6,525 $320,000
Q2 2019 Aug 07, 2019	SELL	N/A	-1,525 Reduced 20.2%	6,025 $295,000
Q4 2018 Feb 14, 2019	BUY	N/A	4,000 Added 112.68%	7,550 $0
Q3 2018 Oct 11, 2018	BUY	N/A	1,150 Added 47.92%	3,550 $169 Million
Q1 2018 May 10, 2018	BUY	N/A	2,400 New	2,400 $115 Million

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Elmwood Wealth Management, Inc. Spdr Nuveen Bloomberg Short Te Transaction History