Paulson Wealth Management Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Paulson Wealth Management Inc.

$364 Million
Q4 2024

A detailed history of Paulson Wealth Management Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 50,036 shares of SHM stock, worth $2.39 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

50,036

Previous 57,005 12.23%

Holding current value

$2.39 Million

Previous $2.74 Million 13.59%

% of portfolio

0.65%

Previous 0.74%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	SELL	$47.26 - $48.18 $329,354 - $335,766	-6,969 Reduced 12.23%	50,036 $2.37 Million
Q3 2024 Nov 05, 2024	SELL	$47.01 - $48.2 $1.01 Million - $1.04 Million	-21,541 Reduced 27.42%	57,005 $2.74 Million
Q2 2024 Jul 25, 2024	SELL	$46.84 - $47.32 $292,796 - $295,797	-6,251 Reduced 7.37%	78,546 $3.71 Million
Q1 2024 May 03, 2024	SELL	$47.44 - $47.9 $285,114 - $287,879	-6,010 Reduced 6.62%	84,797 $4.02 Million
Q4 2023 Feb 13, 2024	SELL	$46.12 - $47.85 $170,459 - $176,853	-3,696 Reduced 3.91%	90,807 $4.34 Million
Q3 2023 Nov 01, 2023	SELL	$46.19 - $47.22 $436,495 - $446,229	-9,450 Reduced 9.09%	94,503 $4.37 Million
Q2 2023 Aug 01, 2023	SELL	$46.54 - $47.72 $663,195 - $680,010	-14,250 Reduced 12.06%	103,953 $4.89 Million
Q1 2023 May 09, 2023	SELL	$46.61 - $47.68 $221,257 - $226,336	-4,747 Reduced 3.86%	118,203 $5.62 Million
Q4 2022 Jan 26, 2023	BUY	$45.97 - $47.2 $2.51 Million - $2.58 Million	54,579 Added 79.83%	122,950 $0
Q3 2022 Nov 02, 2022	BUY	$46.05 - $47.82 $3.15 Million - $3.27 Million	68,371 New	68,371 $3.15 Million
Q4 2021 Jan 28, 2022	SELL	$49.16 - $49.38 $516,524 - $518,835	-10,507 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$49.4 - $49.69 $519,045 - $522,092	10,507 New	10,507 $519,000
Q1 2021 Apr 30, 2021	SELL	$49.43 - $49.87 $199,845 - $201,624	-4,043 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$49.66 - $49.86 $29,845 - $29,965	-601 Reduced 12.94%	4,043 $201,000
Q3 2020 Oct 14, 2020	SELL	$49.76 - $50.06 $25,228 - $25,380	-507 Reduced 9.84%	4,644 $232,000
Q2 2020 Jul 17, 2020	SELL	$48.24 - $49.96 $17,800 - $18,435	-369 Reduced 6.68%	5,151 $257,000
Q1 2020 Apr 29, 2020	BUY	$43.92 - $49.69 $242,438 - $274,288	5,520 New	5,520 $271,000
Q4 2019 Jan 21, 2020	SELL	$48.87 - $49.12 $238,094 - $239,312	-4,872 Closed	0 $0
Q3 2019 Oct 30, 2019	SELL	$48.76 - $49.06 $243 - $245	-5 Reduced 0.1%	4,872 $239,000
Q2 2019 Jul 30, 2019	SELL	N/A	-297 Reduced 5.74%	4,877 $239,000
Q1 2019 Apr 24, 2019	BUY	N/A	213 Added 4.29%	5,174 $251,000
Q4 2018 Jan 23, 2019	SELL	N/A	-2,005 Reduced 28.78%	4,961 $239,000
Q3 2018 Oct 26, 2018	SELL	N/A	-108 Reduced 1.53%	6,966 $331,000
Q2 2018 Aug 01, 2018	SELL	N/A	-1,686 Reduced 19.25%	7,074 $339,000
Q1 2018 May 02, 2018	SELL	N/A	-418 Reduced 4.55%	8,760 $419,000
Q4 2017 Mar 01, 2018	BUY	N/A	9,178	9,178 $440,000

Others Institutions Holding SHM

# of Institutions

451

Shares Held

73.7M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Paulson Wealth Management Inc. Spdr Nuveen Bloomberg Short Te Transaction History