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 $407,008. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,547

Previous 8,565 0.21%

Holding current value

$407,008

Previous $412,000 1.7%

% of portfolio

0.15%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

436

Shares Held

73.2M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

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.

Account

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