Wealth Management Resources, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Wealth Management Resources, Inc.

  • $271 Million
  • Q4 2024

A detailed history of Wealth Management Resources, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 8,547 shares of SHM stock, worth $407,435. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,547
Previous 8,565 0.21%
Holding current value
$407,435
Previous $412,000 1.7%
% of portfolio
0.15%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$47.26 - $48.18 $850 - $867
-18 Reduced 0.21%
8,547 $405,000
Q3 2024

Oct 31, 2024
BUY
$47.01 - $48.2 $75,216 - $77,120
1,600 Added 22.97%
8,565 $412,000
Q2 2024

Jul 17, 2024
SELL
$46.84 - $47.32 $107,029 - $108,126
-2,285 Reduced 24.7%
6,965 $328,000
Q1 2024

Apr 19, 2024
SELL
$47.44 - $47.9 $12,239 - $12,358
-258 Reduced 2.71%
9,250 $438,000
Q4 2023

Jan 19, 2024
SELL
$46.12 - $47.85 $273,076 - $283,319
-5,921 Reduced 38.38%
9,508 $454,000
Q3 2023

Oct 24, 2023
SELL
$46.19 - $47.22 $732,989 - $749,334
-15,869 Reduced 50.7%
15,429 $713,000
Q2 2023

Jul 11, 2023
BUY
$46.54 - $47.72 $933,313 - $956,976
20,054 Added 178.35%
31,298 $1.47 Million
Q1 2023

Apr 10, 2023
BUY
$46.61 - $47.68 $89,864 - $91,927
1,928 Added 20.7%
11,244 $534,000
Q4 2022

Jan 17, 2023
BUY
$45.97 - $47.2 $137,036 - $140,703
2,981 Added 47.06%
9,316 $0
Q3 2022

Oct 13, 2022
BUY
$46.05 - $47.82 $9,854 - $10,233
214 Added 3.5%
6,335 $298,000
Q2 2022

Jul 22, 2022
SELL
$46.52 - $47.45 $453,570 - $462,637
-9,750 Reduced 61.43%
6,121 $289,000
Q1 2022

Apr 20, 2022
SELL
$47.3 - $49.17 $326,890 - $339,813
-6,911 Reduced 30.34%
15,871 $751,000
Q4 2021

Feb 10, 2022
BUY
$49.16 - $49.38 $1.12 Million - $1.12 Million
22,782 New
22,782 $1.12 Million

Others Institutions Holding SHM

# of Institutions
451
Shares Held
73.7M
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 Wealth Management Resources, Inc. Portfolio

Follow Wealth Management Resources, Inc. 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 Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email