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

Qp Wealth Management, LLC

  • $57.3 Million
  • Q3 2023

A detailed history of Qp Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Qp Wealth Management, LLC holds 18,123 shares of SHM stock, worth $852,868. This represents 1.46% of its overall portfolio holdings.

Number of Shares
18,123
Previous 24,640 26.45%
Holding current value
$852,868
Previous $1.16 Million 27.78%
% of portfolio
1.46%
Previous 1.84%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 05, 2023
SELL
$46.19 - $47.22 $301,020 - $307,732
-6,517 Reduced 26.45%
18,123 $837,000
Q2 2023

Jul 13, 2023
BUY
$46.54 - $47.72 $67,250 - $68,955
1,445 Added 6.23%
24,640 $1.16 Million
Q1 2023

Apr 25, 2023
BUY
$46.61 - $47.68 $33,326 - $34,091
715 Added 3.18%
23,195 $1.1 Million
Q4 2022

Jan 17, 2023
SELL
$46.08 - $47.2 $40,780 - $41,772
-885 Reduced 3.79%
22,480 $0
Q3 2022

Oct 12, 2022
BUY
N/A
5,278 Added 29.18%
23,365 $1.08 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-97 Reduced 0.53%
18,087 $855,000
Q1 2022

Apr 18, 2022
BUY
N/A
202 Added 1.12%
18,184 $861,000
Q4 2021

Jan 13, 2022
BUY
N/A
75 Added 0.42%
17,982 $884,000
Q3 2021

Nov 05, 2021
BUY
N/A
450 Added 2.58%
17,907 $885,000
Q2 2021

Jul 13, 2021
BUY
N/A
3,700 Added 26.9%
17,457 $865,000
Q1 2021

Apr 28, 2021
BUY
N/A
5,730 Added 71.38%
13,757 $682,000
Q4 2020

Jan 15, 2021
BUY
N/A
185 Added 2.36%
8,027 $400,000
Q3 2020

Oct 08, 2020
BUY
N/A
2,503 Added 46.88%
7,842 $391,000
Q2 2020

Jul 08, 2020
BUY
N/A
1,107 Added 26.16%
5,339 $266,000
Q1 2020

Apr 29, 2020
BUY
N/A
4,232 New
4,232 $207,000

Others Institutions Holding SHM

# of Institutions
455
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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