Sheets Smith Wealth Management Spdr Nuveen Bloomberg High Yie Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,952 shares of HYMB stock, worth $202,457. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,952

Previous 7,927 0.32%

Holding current value

$202,457

Previous $201,000 3.48%

% of portfolio

0.03%

Previous 0.02%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$25.38 - $26.27 $634 - $656	25 Added 0.32%	7,952 $208,000
Q2 2024 Jul 30, 2024	BUY	$25.12 - $25.81 $199,126 - $204,595	7,927 New	7,927 $201,000
Q3 2023 Oct 23, 2023	BUY	$23.58 - $25.22 $5,258 - $5,624	223 Added 2.53%	9,053 $215,000
Q2 2023 Aug 09, 2023	BUY	$24.33 - $25.33 $535 - $557	22 Added 0.25%	8,830 $220,000
Q1 2023 May 26, 2023	BUY	$24.5 - $50.38 $215,183 - $442,487	8,783 Added 35132.0%	8,808 $220,000
Q1 2023 May 12, 2023	SELL	$24.5 - $50.38 $107,114 - $220,261	-4,372 Reduced 99.43%	25 $0
Q4 2022 Mar 08, 2023	SELL	$23.44 - $50.65 $31,315 - $67,668	-1,336 Reduced 23.3%	4,397 $215,000
Q3 2022 Nov 01, 2022	BUY	$23.96 - $26.61 $23,001 - $25,545	960 Added 20.11%	5,733 $275,000
Q2 2022 Jul 27, 2022	BUY	$24.46 - $27.54 $3,864 - $4,351	158 Added 3.42%	4,773 $245,000
Q1 2022 May 02, 2022	SELL	$27.51 - $30.04 $5,364 - $5,857	-195 Reduced 4.05%	4,615 $254,000
Q4 2021 Jan 20, 2022	BUY	$29.68 - $30.1 $296 - $301	10 Added 0.21%	4,810 $289,000
Q3 2021 Oct 15, 2021	BUY	$29.98 - $30.58 $209 - $214	7 Added 0.15%	4,800 $288,000
Q2 2021 Aug 03, 2021	BUY	$29.57 - $30.41 $236 - $243	8 Added 0.17%	4,793 $291,000
Q1 2021 Apr 23, 2021	SELL	$29.35 - $30.12 $6,662 - $6,837	-227 Reduced 4.53%	4,785 $284,000
Q4 2020 Jan 13, 2021	BUY	$28.28 - $29.5 $367 - $383	13 Added 0.26%	5,012 $296,000
Q3 2020 Oct 26, 2020	SELL	$28.09 - $28.75 $45,393 - $46,460	-1,616 Reduced 24.43%	4,999 $284,000
Q2 2020 Jul 17, 2020	SELL	$26.11 - $28.18 $37,598 - $40,579	-1,440 Reduced 17.88%	6,615 $373,000
Q1 2020 Apr 28, 2020	BUY	$21.48 - $30.58 $19,460 - $27,705	906 Added 12.67%	8,055 $441,000
Q4 2019 Jan 24, 2020	BUY	$29.33 - $29.7 $39,976 - $40,481	1,363 Added 23.56%	7,149 $422,000
Q3 2019 Oct 28, 2019	BUY	$29.33 - $29.71 $5,426 - $5,496	185 Added 3.3%	5,786 $343,000
Q2 2019 Jul 12, 2019	BUY	N/A	11 Added 0.2%	5,601 $327,000
Q1 2019 May 13, 2019	BUY	N/A	257 Added 4.82%	5,590 $321,000
Q4 2018 Jan 11, 2019	BUY	N/A	713 Added 15.43%	5,333 $299,000
Q3 2018 Oct 15, 2018	BUY	N/A	4,620 New	4,620 $260,000
Q2 2018 Jul 26, 2018	SELL	N/A	-5,856 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	N/A	10 Added 0.17%	5,856 $326,000
Q4 2017 Jan 12, 2018	BUY	N/A	225 Added 4.0%	5,846 $325,000
Q3 2017 Oct 12, 2017	BUY	N/A	5,621	5,621 $321,000

Others Institutions Holding HYMB

# of Institutions

381

Shares Held

72.5M

Call Options Held

400

Put Options Held

8.9K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Sheets Smith Wealth Management Spdr Nuveen Bloomberg High Yie Transaction History