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

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 20,193 shares of SHM stock, worth $959,975. This represents 0.42% of its overall portfolio holdings.

Number of Shares
20,193
Previous 13,523 49.32%
Holding current value
$959,975
Previous $650,000 47.08%
% of portfolio
0.42%
Previous 0.29%

Shares

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

Jan 13, 2025
BUY
$47.26 - $48.18 $315,224 - $321,360
6,670 Added 49.32%
20,193 $956,000
Q3 2024

Oct 11, 2024
BUY
$47.01 - $48.2 $635,716 - $651,808
13,523 New
13,523 $650,000
Q2 2022

Jul 12, 2022
SELL
$46.52 - $47.45 $336,107 - $342,826
-7,225 Closed
0 $0
Q4 2021

Feb 08, 2022
SELL
$49.16 - $49.38 $9,832 - $9,876
-200 Reduced 2.69%
7,225 $355,000
Q2 2021

Aug 13, 2021
SELL
$49.5 - $49.73 $4,950 - $4,973
-100 Reduced 1.33%
7,425 $368,000
Q2 2020

Aug 13, 2020
BUY
$48.24 - $49.96 $247,230 - $256,045
5,125 Added 213.54%
7,525 $375,000
Q1 2020

May 12, 2020
SELL
$43.92 - $49.69 $181,170 - $204,971
-4,125 Reduced 63.22%
2,400 $0
Q3 2019

Nov 13, 2019
BUY
$48.76 - $49.06 $24,380 - $24,530
500 Added 8.3%
6,525 $320,000
Q2 2019

Aug 07, 2019
SELL
N/A
-1,525 Reduced 20.2%
6,025 $295,000
Q4 2018

Feb 14, 2019
BUY
N/A
4,000 Added 112.68%
7,550 $0
Q3 2018

Oct 11, 2018
BUY
N/A
1,150 Added 47.92%
3,550 $169 Million
Q1 2018

May 10, 2018
BUY
N/A
2,400 New
2,400 $115 Million

Others Institutions Holding SHM

# of Institutions
453
Shares Held
73.6M
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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