Westside Investment Management, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Westside Investment Management, Inc. holds 30,733 shares of SHM stock, worth $1.46 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

30,733

Previous 34,146 10.0%

Holding current value

$1.46 Million

Previous $1.64 Billion 11.4%

% of portfolio

0.31%

Previous 0.35%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$47.26 - $48.18 $161,298 - $164,438	-3,413 Reduced 10.0%	30,733 $1.46 Billion
Q3 2024 Nov 20, 2024	BUY	$47.01 - $48.2 $1,034 - $1,060	22 Added 0.06%	34,146 $1.64 Billion
Q2 2024 Jul 17, 2024	BUY	$46.84 - $47.32 $189,842 - $191,787	4,053 Added 13.48%	34,124 $1.61 Billion
Q1 2024 Apr 19, 2024	SELL	$47.44 - $47.9 $13,947 - $14,082	-294 Reduced 0.97%	30,071 $1.43 Billion
Q4 2023 Jan 12, 2024	SELL	$46.12 - $47.85 $903,352 - $937,237	-19,587 Reduced 39.21%	30,365 $1.45 Billion
Q3 2023 Nov 15, 2023	SELL	$46.19 - $47.22 $32,009 - $32,723	-693 Reduced 1.37%	49,952 $2.31 Billion
Q2 2023 Jul 14, 2023	BUY	$46.54 - $47.72 $3,443 - $3,531	74 Added 0.15%	50,645 $2.38 Billion
Q1 2023 May 17, 2023	BUY	$46.61 - $47.68 $2,377 - $2,431	51 Added 0.1%	50,571 $2.4 Billion
Q4 2022 Jan 31, 2023	BUY	$45.97 - $47.2 $795,510 - $816,796	17,305 Added 52.1%	50,520 $2.37 Million
Q3 2022 Nov 09, 2022	SELL	$46.05 - $47.82 $503,786 - $523,150	-10,940 Reduced 24.78%	33,215 $1.53 Million
Q2 2022 Jul 15, 2022	BUY	$46.52 - $47.45 $183,056 - $186,715	3,935 Added 9.78%	44,155 $0
Q1 2022 Apr 25, 2022	BUY	$47.3 - $49.17 $1,939 - $2,015	41 Added 0.1%	40,220 $0
Q4 2021 Feb 15, 2022	BUY	$49.16 - $49.38 $5,702 - $5,728	116 Added 0.29%	40,179 $0
Q3 2021 Oct 27, 2021	SELL	$49.4 - $49.69 $6,372 - $6,410	-129 Reduced 0.32%	40,063 $0
Q2 2021 Jul 28, 2021	BUY	$49.5 - $49.73 $199,188 - $200,113	4,024 Added 11.13%	40,192 $0
Q1 2021 Apr 14, 2021	BUY	$49.43 - $49.87 $862,355 - $870,032	17,446 Added 93.18%	36,168 $0
Q4 2020 Jan 15, 2021	BUY	$49.66 - $49.86 $3,873 - $3,889	78 Added 0.42%	18,722 $0
Q3 2020 Oct 14, 2020	BUY	$49.76 - $50.06 $1,691 - $1,702	34 Added 0.18%	18,644 $0
Q2 2020 Jul 21, 2020	BUY	$48.24 - $49.96 $1,350 - $1,398	28 Added 0.15%	18,610 $0
Q1 2020 Apr 16, 2020	BUY	$43.92 - $49.69 $722,967 - $817,947	16,461 Added 776.1%	18,582 $0
Q2 2019 Jul 24, 2019	SELL	N/A	-27 Reduced 1.26%	2,121 $103,000
Q4 2018 Feb 05, 2019	BUY	N/A	11 Added 0.51%	2,148 $0
Q3 2018 Nov 08, 2018	BUY	N/A	5 Added 0.23%	2,137 $102 Million
Q2 2018 Aug 13, 2018	BUY	N/A	6 Added 0.28%	2,132 $0
Q1 2018 Apr 16, 2018	BUY	N/A	4 Added 0.19%	2,126 $0
Q4 2017 Feb 15, 2018	BUY	N/A	8 Added 0.38%	2,122 $0
Q3 2017 Nov 13, 2017	BUY	N/A	5 Added 0.24%	2,114 $0
Q2 2017 Sep 14, 2017	BUY	N/A	1,959 Added 1306.0%	2,109 $0
Q2 2017 Aug 15, 2017	BUY	N/A	150	150 $0

Others Institutions Holding SHM

# of Institutions

451

Shares Held

73.7M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Westside Investment Management, Inc. Spdr Nuveen Bloomberg Short Te Transaction History