Successful Portfolios LLC Spdr Nuveen Bloomberg Short Te Transaction History

Successful Portfolios LLC

  • $147 Million
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 27, 2023
BUY
$45.97 - $47.2 $355,577 - $365,092
7,735 New
7,735 $0
Q2 2022

Jul 22, 2022
SELL
$46.52 - $47.45 $20,236 - $20,640
-435 Reduced 8.93%
4,435 $210,000
Q1 2022

Apr 21, 2022
BUY
$47.3 - $49.17 $17,974 - $18,684
380 Added 8.46%
4,870 $230,000
Q3 2021

Oct 14, 2021
BUY
$49.4 - $49.69 $14,820 - $14,907
300 Added 7.16%
4,490 $222,000
Q2 2021

Jul 23, 2021
BUY
$49.5 - $49.73 $5,445 - $5,470
110 Added 2.7%
4,190 $208,000
Q1 2021

Apr 20, 2021
BUY
$49.43 - $49.87 $201,674 - $203,469
4,080 New
4,080 $202,000
Q2 2020

Jul 13, 2020
SELL
$48.24 - $49.96 $302,223 - $312,999
-6,265 Closed
0 $0
Q1 2020

Apr 23, 2020
BUY
$43.92 - $49.69 $21,740 - $24,596
495 Added 8.58%
6,265 $306,000
Q4 2019

Jan 23, 2020
SELL
$48.87 - $49.12 $12,950 - $13,016
-265 Reduced 4.39%
5,770 $283,000
Q2 2019

Jul 11, 2019
BUY
N/A
5 Added 0.08%
6,035 $295,000
Q1 2019

Apr 22, 2019
SELL
N/A
-425 Reduced 6.58%
6,030 $292,000
Q4 2018

Jan 14, 2019
SELL
N/A
-2,650 Reduced 29.1%
6,455 $310,000
Q3 2018

Oct 15, 2018
SELL
N/A
-1,135 Reduced 11.08%
9,105 $434,000
Q2 2018

Jul 24, 2018
SELL
N/A
-793 Reduced 7.19%
10,240 $491,000
Q1 2018

May 08, 2018
SELL
N/A
-600 Reduced 5.16%
11,033 $528,000
Q4 2017

Feb 09, 2018
BUY
N/A
11,633
11,633 $557,000

Others Institutions Holding SHM

# of Institutions
448
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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