Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Nuveen Bloomberg Short Te Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,350 shares of SHM stock, worth $64,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,350

Previous 2,500 46.0%

Holding current value

$64,395

Previous $120,000 47.5%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$47.26 - $48.18 $54,349 - $55,407	-1,150 Reduced 46.0%	1,350 $63,000
Q4 2023 Feb 01, 2024	SELL	$46.12 - $47.85 $3,966 - $4,115	-86 Reduced 3.33%	2,500 $119,000
Q3 2023 Nov 03, 2023	SELL	$46.19 - $47.22 $88,777 - $90,756	-1,922 Reduced 42.64%	2,586 $119,000
Q2 2023 Aug 01, 2023	BUY	$46.54 - $47.72 $70,182 - $71,961	1,508 Added 50.27%	4,508 $212,000
Q2 2021 Aug 13, 2021	BUY	$49.5 - $49.73 $148,500 - $149,190	3,000 New	3,000 $149,000
Q1 2021 Apr 14, 2021	SELL	$49.43 - $49.87 $148,290 - $149,610	-3,000 Closed	0 $0
Q3 2017 Oct 27, 2017	SELL	N/A	-3,625 Reduced 54.72%	3,000 $146,000
Q2 2017 Aug 07, 2017	BUY	N/A	6,625	6,625 $0

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
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Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Nuveen Bloomberg Short Te Transaction History