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

Paulson Wealth Management Inc.

  • $338 Million
  • Q1 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 84,797 shares of SHM stock, worth $4 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
84,797
Previous 90,807 6.62%
Holding current value
$4 Million
Previous $4.34 Million 7.31%
% of portfolio
1.19%
Previous 1.39%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.08 - $47.2 $2.52 Million - $2.58 Million
54,579 Added 79.83%
122,950 $0
Q3 2022

Nov 02, 2022
BUY
N/A
68,371 New
68,371 $3.15 Million
Q4 2021

Jan 28, 2022
SELL
N/A
-10,507 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
N/A
10,507 New
10,507 $519,000
Q1 2021

Apr 30, 2021
SELL
N/A
-4,043 Closed
0 $0
Q4 2020

Feb 05, 2021
SELL
N/A
-601 Reduced 12.94%
4,043 $201,000
Q3 2020

Oct 14, 2020
SELL
N/A
-507 Reduced 9.84%
4,644 $232,000
Q2 2020

Jul 17, 2020
SELL
N/A
-369 Reduced 6.68%
5,151 $257,000
Q1 2020

Apr 29, 2020
BUY
N/A
5,520 New
5,520 $271,000
Q4 2019

Jan 21, 2020
SELL
N/A
-4,872 Closed
0 $0
Q3 2019

Oct 30, 2019
SELL
N/A
-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
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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