Bergan Kdv Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 17,636 shares of SHM stock, worth $845,293. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,636
Previous 17,743 0.6%
Holding current value
$845,293
Previous $843,000 1.66%
% of portfolio
0.08%
Previous 0.09%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$46.54 - $47.72 $4,979 - $5,106
-107 Reduced 0.6%
17,636 $829,000
Q1 2023

Apr 27, 2023
BUY
$46.61 - $47.68 $26,381 - $26,986
566 Added 3.3%
17,743 $843,000
Q4 2022

Jan 31, 2023
SELL
$45.97 - $47.2 $18,433 - $18,927
-401 Reduced 2.28%
17,177 $806,000
Q3 2022

Oct 24, 2022
SELL
$46.05 - $47.82 $61,476 - $63,839
-1,335 Reduced 7.06%
17,578 $810,000
Q2 2022

Jul 13, 2022
SELL
$46.52 - $47.45 $39,635 - $40,427
-852 Reduced 4.31%
18,913 $894,000
Q1 2022

May 09, 2022
BUY
$47.3 - $49.17 $40,252 - $41,843
851 Added 4.5%
19,765 $935,000
Q4 2021

Jan 28, 2022
BUY
$49.16 - $49.38 $134,157 - $134,758
2,729 Added 16.86%
18,914 $930,000
Q3 2021

Nov 12, 2021
BUY
$49.4 - $49.69 $83,782 - $84,274
1,696 Added 11.71%
16,185 $800,000
Q2 2021

Aug 10, 2021
SELL
$49.5 - $49.73 $43,560 - $43,762
-880 Reduced 5.73%
14,489 $718,000
Q1 2021

May 11, 2021
BUY
$49.43 - $49.87 $93,768 - $94,603
1,897 Added 14.08%
15,369 $762,000
Q4 2020

Feb 04, 2021
BUY
$49.66 - $49.86 $5,015 - $5,035
101 Added 0.76%
13,472 $671,000
Q3 2020

Nov 05, 2020
BUY
$49.76 - $50.06 $68,121 - $68,532
1,369 Added 11.41%
13,371 $667,000
Q2 2020

Aug 13, 2020
BUY
$48.24 - $49.96 $73,035 - $75,639
1,514 Added 14.44%
12,002 $599,000
Q1 2020

Apr 24, 2020
SELL
$43.92 - $49.69 $40,538 - $45,863
-923 Reduced 8.09%
10,488 $513,000
Q4 2019

Feb 10, 2020
BUY
$48.87 - $49.12 $47,257 - $47,499
967 Added 9.26%
11,411 $560,000
Q3 2019

Nov 08, 2019
BUY
$48.76 - $49.06 $4,339 - $4,366
89 Added 0.86%
10,444 $512,000
Q2 2019

Aug 12, 2019
BUY
N/A
3,016 Added 41.1%
10,355 $507,000
Q1 2019

May 09, 2019
BUY
N/A
2,477 Added 50.95%
7,339 $356,000
Q4 2018

Feb 01, 2019
SELL
N/A
-9,327 Reduced 65.73%
4,862 $234,000
Q3 2018

Nov 09, 2018
BUY
N/A
582 Added 4.28%
14,189 $677,000
Q2 2018

Jul 23, 2018
BUY
N/A
997 Added 7.91%
13,607 $653,000
Q1 2018

May 03, 2018
BUY
N/A
2,725 Added 27.57%
12,610 $603,000
Q4 2017

Jan 16, 2018
BUY
N/A
509 Added 5.43%
9,885 $474,000
Q3 2017

Oct 18, 2017
BUY
N/A
9,376
9,376 $456,000

Others Institutions Holding SHM

# of Institutions
442
Shares Held
68M
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
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