Wealthcare Capital Management LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wealthcare Capital Management LLC

  • $972 Million
  • Q4 2024

A detailed history of Wealthcare Capital Management LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 40,076 shares of SHM stock, worth $1.91 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
40,076
Previous 39,123 2.44%
Holding current value
$1.91 Million
Previous $1.88 Million 0.85%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Jan 15, 2025
BUY
$47.26 - $48.18 $45,038 - $45,915
953 Added 2.44%
40,076 $1.9 Million
Q3 2024

Nov 04, 2024
BUY
$47.01 - $48.2 $160,116 - $164,169
3,406 Added 9.54%
39,123 $1.88 Million
Q2 2024

Aug 09, 2024
BUY
$46.84 - $47.32 $169,701 - $171,440
3,623 Added 11.29%
35,717 $1.69 Million
Q1 2024

Apr 15, 2024
SELL
$47.44 - $47.9 $126,569 - $127,797
-2,668 Reduced 7.68%
32,094 $1.52 Million
Q4 2023

Feb 08, 2024
SELL
$46.12 - $47.85 $746,359 - $774,356
-16,183 Reduced 31.77%
34,762 $1.66 Million
Q3 2023

Oct 12, 2023
SELL
$46.19 - $47.22 $285,500 - $291,866
-6,181 Reduced 10.82%
50,945 $2.36 Million
Q2 2023

Jul 18, 2023
BUY
$46.54 - $47.72 $1.43 Million - $1.47 Million
30,807 Added 117.05%
57,126 $2.69 Million
Q1 2023

May 04, 2023
BUY
$46.61 - $47.68 $823,505 - $842,410
17,668 Added 204.23%
26,319 $1.25 Million
Q4 2022

Feb 14, 2023
SELL
$45.97 - $47.2 $964,312 - $990,114
-20,977 Reduced 70.8%
8,651 $406,000
Q3 2022

Nov 14, 2022
BUY
$46.05 - $47.82 $27,307 - $28,357
593 Added 2.04%
29,628 $1.37 Million
Q2 2022

Aug 12, 2022
BUY
$46.52 - $47.45 $365,786 - $373,099
7,863 Added 37.14%
29,035 $1.37 Million
Q1 2022

Apr 12, 2022
SELL
$47.3 - $49.17 $46,590 - $48,432
-985 Reduced 4.45%
21,172 $1 Million
Q4 2021

Feb 11, 2022
SELL
$49.16 - $49.38 $339,843 - $341,363
-6,913 Reduced 23.78%
22,157 $1.09 Million
Q3 2021

Nov 15, 2021
SELL
$49.4 - $49.69 $264,586 - $266,139
-5,356 Reduced 15.56%
29,070 $1.44 Million
Q2 2021

Aug 16, 2021
BUY
$49.5 - $49.73 $1.7 Million - $1.71 Million
34,426 New
34,426 $1.71 Million
Q2 2019

Jul 30, 2019
SELL
N/A
-1,973 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
3 Added 0.15%
1,973 $96,000
Q4 2018

Feb 14, 2019
BUY
N/A
7 Added 0.36%
1,970 $95,000
Q3 2018

Nov 14, 2018
SELL
N/A
-16,150 Reduced 89.16%
1,963 $94,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,650 Added 10.02%
18,113 $869,000
Q1 2018

May 15, 2018
BUY
N/A
5,243 Added 46.73%
16,463 $787,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,268 Added 12.74%
11,220 $538,000
Q3 2017

Nov 14, 2017
SELL
N/A
-2,145 Reduced 17.73%
9,952 $484,000
Q2 2017

Aug 22, 2017
SELL
N/A
-10,921 Reduced 47.45%
12,097 $587,000
Q1 2016

Sep 20, 2017
BUY
N/A
23,018
23,018 $1.12 Million

Others Institutions Holding SHM

# of Institutions
439
Shares Held
73.2M
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
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More about SHM
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