Moneywise, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

A detailed history of Moneywise, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Moneywise, Inc. holds 32,008 shares of SHM stock, worth $1.52 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

32,008

Previous 70,050 54.31%

Holding current value

$1.52 Million

Previous $3.31 Million 53.4%

% of portfolio

0.8%

Previous 1.83%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$47.01 - $48.2 $1.79 Million - $1.83 Million	-38,042 Reduced 54.31%	32,008 $1.54 Million
Q2 2024 Jul 17, 2024	SELL	$46.84 - $47.32 $797,451 - $805,623	-17,025 Reduced 19.55%	70,050 $3.31 Million
Q1 2024 Apr 22, 2024	SELL	$47.44 - $47.9 $1.24 Million - $1.25 Million	-26,106 Reduced 23.07%	87,075 $4.13 Million
Q4 2023 Jan 29, 2024	SELL	$46.12 - $47.85 $71,716 - $74,406	-1,555 Reduced 1.36%	113,181 $5.41 Million
Q3 2023 Oct 23, 2023	BUY	$46.19 - $47.22 $1.01 Million - $1.03 Million	21,846 Added 23.52%	114,736 $5.3 Million
Q2 2023 Jul 24, 2023	BUY	$46.54 - $47.72 $982,878 - $1.01 Million	21,119 Added 29.43%	92,890 $4.37 Million
Q1 2023 Apr 21, 2023	BUY	$46.61 - $47.68 $719,099 - $735,607	15,428 Added 27.38%	71,771 $3.41 Million
Q4 2022 Jan 30, 2023	SELL	$45.97 - $47.2 $159,791 - $164,067	-3,476 Reduced 5.81%	56,343 $2.65 Million
Q3 2022 Nov 03, 2022	SELL	$46.05 - $47.82 $470,446 - $488,529	-10,216 Reduced 14.59%	59,819 $2.76 Million
Q2 2022 Aug 02, 2022	SELL	$46.52 - $47.45 $663,747 - $677,016	-14,268 Reduced 16.92%	70,035 $3.31 Million
Q1 2022 Apr 20, 2022	BUY	$47.3 - $49.17 $249,743 - $259,617	5,280 Added 6.68%	84,303 $3.99 Million
Q4 2021 Jan 12, 2022	BUY	$49.16 - $49.38 $182,875 - $183,693	3,720 Added 4.94%	79,023 $3.89 Million
Q3 2021 Oct 12, 2021	BUY	$49.4 - $49.69 $395,496 - $397,818	8,006 Added 11.9%	75,303 $3.72 Million
Q2 2021 Jul 22, 2021	BUY	$49.5 - $49.73 $104,890 - $105,377	2,119 Added 3.25%	67,297 $3.34 Million
Q1 2021 Apr 14, 2021	BUY	$49.43 - $49.87 $9,935 - $10,023	201 Added 0.31%	65,178 $3.23 Million
Q4 2020 Jan 15, 2021	BUY	$49.66 - $49.86 $52,987 - $53,200	1,067 Added 1.67%	64,977 $3.24 Million
Q3 2020 Oct 13, 2020	SELL	$49.76 - $50.06 $147,239 - $148,127	-2,959 Reduced 4.43%	63,910 $3.19 Million
Q2 2020 Jul 10, 2020	SELL	$48.24 - $49.96 $470,484 - $487,259	-9,753 Reduced 12.73%	66,869 $3.34 Million
Q1 2020 Apr 13, 2020	SELL	$43.92 - $49.69 $166,456 - $188,325	-3,790 Reduced 4.71%	76,622 $3.75 Million
Q4 2019 Jan 07, 2020	BUY	$48.87 - $49.12 $107,758 - $108,309	2,205 Added 2.82%	80,412 $3.94 Million
Q3 2019 Oct 23, 2019	SELL	$48.76 - $49.06 $306,017 - $307,900	-6,276 Reduced 7.43%	78,207 $3.83 Million
Q2 2019 Jul 17, 2019	BUY	N/A	6,425 Added 8.23%	84,483 $4.13 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-3,997 Reduced 4.87%	78,058 $3.73 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-6,177 Reduced 7.0%	82,055 $3.94 Million
Q3 2018 Oct 15, 2018	BUY	N/A	3,787 Added 4.48%	88,232 $4.21 Million
Q2 2018 Jul 19, 2018	BUY	N/A	5,971 Added 7.61%	84,445 $4.05 Million
Q1 2018 Apr 17, 2018	BUY	N/A	935 Added 1.21%	78,474 $3.75 Million
Q4 2017 Jan 08, 2018	BUY	N/A	2,494 Added 3.32%	77,539 $3.72 Million
Q3 2017 Oct 10, 2017	BUY	N/A	75,045	75,045 $3.65 Million

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account