Juncture Wealth Strategies, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 21,997 shares of SHM stock, worth $1.05 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
21,997
Previous 20,812 5.69%
Holding current value
$1.05 Million
Previous $1 Million 4.1%
% of portfolio
0.39%
Previous 0.39%

Shares

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

Jan 21, 2025
BUY
$47.26 - $48.18 $56,003 - $57,093
1,185 Added 5.69%
21,997 $1.04 Million
Q3 2024

Oct 09, 2024
SELL
$47.01 - $48.2 $123,260 - $126,380
-2,622 Reduced 11.19%
20,812 $1 Million
Q2 2024

Jul 11, 2024
SELL
$46.84 - $47.32 $181,973 - $183,838
-3,885 Reduced 14.22%
23,434 $1.11 Million
Q1 2024

Apr 05, 2024
SELL
$47.44 - $47.9 $2,134 - $2,155
-45 Reduced 0.16%
27,319 $1.3 Million
Q4 2023

Jan 08, 2024
BUY
$46.12 - $47.85 $166,124 - $172,355
3,602 Added 15.16%
27,364 $1.31 Million
Q3 2023

Oct 10, 2023
SELL
$46.19 - $47.22 $7,575 - $7,744
-164 Reduced 0.69%
23,762 $1.1 Million
Q2 2023

Jul 11, 2023
BUY
$46.54 - $47.72 $321,731 - $329,888
6,913 Added 40.63%
23,926 $1.13 Million
Q1 2023

May 05, 2023
BUY
$46.61 - $47.68 $2,516 - $2,574
54 Added 0.32%
17,013 $808,000
Q4 2022

Jan 18, 2023
SELL
$45.97 - $47.2 $119,751 - $122,956
-2,605 Reduced 13.32%
16,959 $0
Q3 2022

Oct 11, 2022
BUY
$46.05 - $47.82 $26,064 - $27,066
566 Added 2.98%
19,564 $902,000
Q2 2022

Jul 14, 2022
BUY
$46.52 - $47.45 $257,395 - $262,540
5,533 Added 41.09%
18,998 $898,000
Q1 2022

Jul 14, 2022
BUY
$47.3 - $49.17 $32,920 - $34,222
696 Added 5.45%
13,465 $637,000
Q4 2021

Jan 19, 2022
BUY
$49.16 - $49.38 $42,720 - $42,911
869 Added 7.3%
12,769 $628,000
Q3 2021

Oct 15, 2021
BUY
$49.4 - $49.69 $10,028 - $10,087
203 Added 1.74%
11,900 $588,000
Q2 2021

Aug 13, 2021
BUY
$49.5 - $49.73 $76,477 - $76,832
1,545 Added 15.22%
11,697 $580,000
Q1 2021

Apr 15, 2021
BUY
$49.43 - $49.87 $7,612 - $7,679
154 Added 1.54%
10,152 $503,000
Q4 2020

Jan 25, 2021
BUY
$49.66 - $49.86 $48,418 - $48,613
975 Added 10.81%
9,998 $498,000
Q3 2020

Oct 15, 2020
BUY
$49.76 - $50.06 $180,877 - $181,968
3,635 Added 67.46%
9,023 $450,000
Q2 2020

Jul 28, 2020
BUY
$48.24 - $49.96 $259,917 - $269,184
5,388 New
5,388 $269,000
Q2 2019

Jul 16, 2019
SELL
N/A
-6,206 Closed
0 $0
Q1 2019

Apr 09, 2019
SELL
N/A
-1,478 Reduced 19.23%
6,206 $301,000
Q4 2018

Jan 17, 2019
SELL
N/A
-2,144 Reduced 21.82%
7,684 $369,000
Q3 2018

Oct 03, 2018
BUY
N/A
1,593 Added 19.34%
9,828 $469,000
Q2 2018

Jul 13, 2018
BUY
N/A
669 Added 8.84%
8,235 $395,000
Q1 2018

Apr 25, 2018
BUY
N/A
882 Added 13.2%
7,566 $362,000
Q4 2017

Jan 22, 2018
BUY
N/A
1,062 Added 18.89%
6,684 $320,000
Q3 2017

Oct 18, 2017
BUY
N/A
5,622
5,622 $273,000

Others Institutions Holding SHM

# of Institutions
452
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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