Laurel Wealth Planning LLC Spdr Nuveen Bloomberg Short Te Transaction History

Laurel Wealth Planning LLC

  • $151 Million
  • Q1 2024

A detailed history of Laurel Wealth Planning LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 20,593 shares of SHM stock, worth $972,607. This represents 0.65% of its overall portfolio holdings.

Number of Shares
20,593
Previous 24,298 15.25%
Holding current value
$972,607
Previous $1.16 Million 15.85%
% of portfolio
0.65%
Previous 0.82%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$47.44 - $47.9 $175,765 - $177,469
-3,705 Reduced 15.25%
20,593 $977,000
Q4 2023

Feb 09, 2024
SELL
$46.12 - $47.85 $27,856 - $28,901
-604 Reduced 2.43%
24,298 $1.16 Million
Q3 2023

Oct 27, 2023
SELL
$46.19 - $47.22 $21,478 - $21,957
-465 Reduced 1.83%
24,902 $1.15 Million
Q2 2023

Jul 19, 2023
BUY
$46.54 - $47.72 $38,535 - $39,512
828 Added 3.37%
25,367 $1.19 Million
Q1 2023

Apr 18, 2023
BUY
$46.61 - $47.68 $79,237 - $81,056
1,700 Added 7.44%
24,539 $1.17 Million
Q4 2022

Feb 01, 2023
BUY
$46.08 - $47.2 $12,902 - $13,216
280 Added 1.24%
22,839 $1.07 Million
Q3 2022

Nov 02, 2022
SELL
N/A
-3,519 Reduced 13.49%
22,559 $1.04 Million
Q2 2022

Aug 09, 2022
BUY
N/A
12,400 Added 90.66%
26,078 $1.23 Million
Q1 2022

Apr 28, 2022
BUY
N/A
9,299 Added 212.35%
13,678 $647,000
Q4 2021

Feb 01, 2022
BUY
N/A
3,021 Added 222.46%
4,379 $215,000
Q3 2021

Nov 12, 2021
BUY
N/A
1,358 New
1,358 $67,000

Others Institutions Holding SHM

# of Institutions
456
Shares Held
78.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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