Northwest Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Northwest Wealth Management, LLC

$422 Million
Q3 2024

A detailed history of Northwest Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 10,557 shares of SHM stock, worth $501,140. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,557

Previous 10,557 -0.0%

Holding current value

$501,140

Previous $498,000 2.01%

% of portfolio

0.12%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$46.12 - $47.85 $317,075 - $328,968	-6,875 Reduced 39.44%	10,557 $504,000
Q4 2021 Jan 24, 2022	SELL	$49.16 - $49.38 $17,009 - $17,085	-346 Reduced 1.95%	17,432 $857,000
Q3 2021 Oct 20, 2021	SELL	$49.4 - $49.69 $9,978 - $10,037	-202 Reduced 1.12%	17,778 $878,000
Q2 2021 Aug 02, 2021	SELL	$49.5 - $49.73 $18,117 - $18,201	-366 Reduced 1.99%	17,980 $891,000
Q1 2021 May 10, 2021	BUY	$49.43 - $49.87 $23,528 - $23,738	476 Added 2.66%	18,346 $909,000
Q4 2020 Jan 28, 2021	BUY	$49.66 - $49.86 $49 - $49	1 Added 0.01%	17,870 $890,000
Q3 2020 Oct 19, 2020	SELL	$49.76 - $50.06 $16,122 - $16,219	-324 Reduced 1.78%	17,869 $891,000
Q2 2020 Jul 13, 2020	SELL	$48.24 - $49.96 $21,563 - $22,332	-447 Reduced 2.4%	18,193 $907,000
Q1 2020 Apr 29, 2020	SELL	$43.92 - $49.69 $291,628 - $329,941	-6,640 Reduced 26.27%	18,640 $911,000
Q3 2019 Oct 28, 2019	BUY	$48.76 - $49.06 $26,818 - $26,983	550 Added 2.22%	25,280 $1.24 Million
Q2 2019 Jul 23, 2019	BUY	N/A	8,042 Added 48.19%	24,730 $1.21 Million
Q1 2019 Apr 12, 2019	BUY	N/A	430 Added 2.64%	16,688 $809,000
Q3 2018 Oct 11, 2018	BUY	N/A	6,145 Added 60.76%	16,258 $775,000
Q2 2018 Jul 10, 2018	BUY	N/A	2,355 Added 30.36%	10,113 $485,000
Q1 2018 Apr 13, 2018	BUY	N/A	2,204 Added 39.68%	7,758 $371,000
Q3 2017 Oct 30, 2017	BUY	N/A	5,554	5,554 $270,000

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
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.

Account

Northwest Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History