Vista Investment Management Spdr Nuveen Bloomberg Short Te Transaction History

Vista Investment Management

  • $252 Million
  • Q3 2024

A detailed history of Vista Investment Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Vista Investment Management holds 11,315 shares of SHM stock, worth $540,857. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,315
Previous 10,790 4.87%
Holding current value
$540,857
Previous $509,000 6.88%
% of portfolio
0.22%
Previous 0.22%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$47.01 - $48.2 $24,680 - $25,305
525 Added 4.87%
11,315 $544,000
Q2 2024

Aug 14, 2024
SELL
$46.84 - $47.32 $384,088 - $388,024
-8,200 Reduced 43.18%
10,790 $509,000
Q1 2024

May 15, 2024
BUY
$47.44 - $47.9 $38,900 - $39,278
820 Added 4.51%
18,990 $900,000
Q4 2023

Feb 14, 2024
SELL
$46.12 - $47.85 $36,896 - $38,280
-800 Reduced 4.22%
18,170 $868,000
Q3 2023

Nov 13, 2023
SELL
$46.19 - $47.22 $113,165 - $115,689
-2,450 Reduced 11.44%
18,970 $876,000
Q2 2023

Aug 14, 2023
BUY
$46.54 - $47.72 $11,541 - $11,834
248 Added 1.17%
21,420 $1.01 Million
Q1 2023

May 15, 2023
SELL
$46.61 - $47.68 $45,118 - $46,154
-968 Reduced 4.37%
21,172 $1.01 Million
Q4 2022

Feb 13, 2023
BUY
$45.97 - $47.2 $32,868 - $33,748
715 Added 3.34%
22,140 $1.04 Million
Q3 2022

Nov 14, 2022
SELL
$46.05 - $47.82 $51,760 - $53,749
-1,124 Reduced 4.98%
21,425 $987,000
Q2 2022

Aug 12, 2022
BUY
$46.52 - $47.45 $19,957 - $20,356
429 Added 1.94%
22,549 $1.07 Million
Q1 2022

May 13, 2022
BUY
$47.3 - $49.17 $550,099 - $571,847
11,630 Added 110.87%
22,120 $1.05 Million
Q4 2021

Feb 14, 2022
SELL
$49.16 - $49.38 $127,766 - $128,338
-2,599 Reduced 19.86%
10,490 $516,000
Q3 2021

Nov 15, 2021
BUY
$49.4 - $49.69 $64,318 - $64,696
1,302 Added 11.05%
13,089 $647,000
Q2 2021

Aug 16, 2021
BUY
$49.5 - $49.73 $282,744 - $284,057
5,712 Added 94.02%
11,787 $584,000
Q1 2021

May 12, 2021
SELL
$49.43 - $49.87 $38,851 - $39,197
-786 Reduced 11.46%
6,075 $301,000
Q4 2020

Feb 12, 2021
BUY
$49.66 - $49.86 $49 - $49
1 Added 0.01%
6,861 $342,000
Q3 2020

Nov 16, 2020
SELL
$49.76 - $50.06 $104,844 - $105,476
-2,107 Reduced 23.5%
6,860 $342,000
Q2 2020

Aug 13, 2020
BUY
$48.24 - $49.96 $99,181 - $102,717
2,056 Added 29.75%
8,967 $447,000
Q1 2020

May 15, 2020
SELL
$43.92 - $49.69 $238,485 - $269,816
-5,430 Reduced 44.0%
6,911 $338,000
Q4 2019

Feb 14, 2020
SELL
$48.87 - $49.12 $38,216 - $38,411
-782 Reduced 5.96%
12,341 $606,000
Q3 2019

Nov 15, 2019
SELL
$48.76 - $49.06 $155,495 - $156,452
-3,189 Reduced 19.55%
13,123 $643,000
Q2 2019

Aug 14, 2019
SELL
N/A
-5,236 Reduced 24.3%
16,312 $798,000
Q1 2019

May 16, 2019
SELL
N/A
-1,072 Reduced 4.74%
21,548 $1.05 Million
Q4 2018

Feb 15, 2019
BUY
N/A
934 Added 4.31%
22,620 $1.09 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-113 Reduced 0.52%
21,686 $1.03 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-1,001 Reduced 4.39%
21,799 $1.05 Million
Q1 2018

May 15, 2018
SELL
N/A
-2,807 Reduced 10.96%
22,800 $1.09 Million
Q4 2017

May 15, 2018
BUY
N/A
25,607
25,607 $1.23 Million

Others Institutions Holding SHM

# of Institutions
442
Shares Held
72.8M
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
Track This Portfolio

Track Vista Investment Management Portfolio

Follow Vista Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Vista Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email