New Edge Wealth, LLC Spdr Nuveen Bloomberg Short Te Transaction History

New Edge Wealth, LLC

$4.52 Billion
Q2 2024

A detailed history of New Edge Wealth, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, New Edge Wealth, LLC holds 12,474 shares of SHM stock, worth $594,011. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,474

Previous 16,670 25.17%

Holding current value

$594,011

Previous $790,000 25.57%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$46.84 - $47.32 $196,540 - $198,554	-4,196 Reduced 25.17%	12,474 $588,000
Q1 2024 May 06, 2024	SELL	$47.44 - $47.9 $148,961 - $150,406	-3,140 Reduced 15.85%	16,670 $790,000
Q4 2023 Jan 29, 2024	SELL	$46.12 - $47.85 $136,745 - $141,875	-2,965 Reduced 13.02%	19,810 $946,000
Q3 2023 Nov 08, 2023	SELL	$46.19 - $47.22 $19,261 - $19,690	-417 Reduced 1.8%	22,775 $1.05 Million
Q2 2023 Aug 09, 2023	SELL	$46.54 - $47.72 $10,564 - $10,832	-227 Reduced 0.97%	23,192 $1.09 Million
Q1 2023 May 08, 2023	SELL	$46.61 - $47.68 $40,597 - $41,529	-871 Reduced 3.59%	23,419 $1.11 Million
Q4 2022 Feb 14, 2023	BUY	$45.97 - $47.2 $505 - $519	11 Added 0.05%	24,290 $1.14 Million
Q3 2022 Nov 14, 2022	SELL	$46.05 - $47.82 $179,825 - $186,737	-3,905 Reduced 13.86%	24,279 $1.12 Million
Q2 2022 Aug 09, 2022	BUY	$46.52 - $47.45 $558 - $569	12 Added 0.04%	28,184 $1.33 Million
Q1 2022 May 10, 2022	SELL	$47.3 - $49.17 $40,157 - $41,745	-849 Reduced 2.93%	28,172 $1.33 Million
Q4 2021 Jan 31, 2022	BUY	$49.16 - $49.38 $257,745 - $258,899	5,243 Added 22.05%	29,021 $1.43 Million
Q3 2021 Nov 12, 2021	BUY	$49.4 - $49.69 $1,136 - $1,142	23 Added 0.1%	23,778 $1.18 Million
Q2 2021 Aug 11, 2021	BUY	$49.5 - $49.73 $14,008 - $14,073	283 Added 1.21%	23,755 $1.18 Million
Q1 2021 May 13, 2021	BUY	$49.43 - $49.87 $492,817 - $497,203	9,970 Added 73.84%	23,472 $1.16 Million
Q4 2020 May 13, 2021	BUY	$49.66 - $49.86 $670,509 - $673,209	13,502 New	13,502 $672,000

Others Institutions Holding SHM

# of Institutions

449

Shares Held

78.6M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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New Edge Wealth, LLC Spdr Nuveen Bloomberg Short Te Transaction History