Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 1,626 shares of SHM stock, worth $77,901. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,626

Previous 1,132 43.64%

Holding current value

$77,901

Previous $54,000 42.59%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$47.26 - $48.18 $23,346 - $23,800	494 Added 43.64%	1,626 $77,000
Q3 2024 Nov 08, 2024	BUY	$47.01 - $48.2 $53,215 - $54,562	1,132 New	1,132 $54,000
Q1 2024 Apr 30, 2024	BUY	$47.44 - $47.9 $81,549 - $82,340	1,719 Added 904.74%	1,909 $90,000
Q4 2023 Jan 30, 2024	BUY	$46.12 - $47.85 $46 - $47	1 Added 0.53%	190 $9,000
Q3 2023 Oct 17, 2023	SELL	$46.19 - $47.22 $267,855 - $273,828	-5,799 Reduced 96.84%	189 $8,000
Q2 2023 Jul 19, 2023	SELL	$46.54 - $47.72 $264,347 - $271,049	-5,680 Reduced 48.68%	5,988 $281,000
Q1 2023 May 10, 2023	SELL	$46.61 - $47.68 $1.84 Million - $1.89 Million	-39,577 Reduced 77.23%	11,668 $554,000
Q4 2022 Feb 14, 2023	SELL	$45.97 - $47.2 $1.97 Million - $2.02 Million	-42,810 Reduced 45.52%	51,245 $2.41 Million
Q3 2022 Oct 26, 2022	SELL	$46.05 - $47.82 $616,425 - $640,118	-13,386 Reduced 12.46%	94,055 $4.34 Million
Q2 2022 Aug 10, 2022	SELL	$46.52 - $47.45 $125,464 - $127,972	-2,697 Reduced 2.45%	107,441 $5.08 Million
Q1 2022 May 13, 2022	BUY	$47.3 - $49.17 $79,227 - $82,359	1,675 Added 1.54%	110,138 $5.21 Million
Q4 2021 Feb 14, 2022	BUY	$49.16 - $49.38 $160,704 - $161,423	3,269 Added 3.11%	108,463 $5.33 Million
Q3 2021 Nov 02, 2021	BUY	$49.4 - $49.69 $175,172 - $176,200	3,546 Added 3.49%	105,194 $5.2 Million
Q2 2021 Jul 27, 2021	BUY	$49.5 - $49.73 $842,985 - $846,901	17,030 Added 20.13%	101,648 $5.04 Million
Q1 2021 May 11, 2021	BUY	$49.43 - $49.87 $920,979 - $929,177	18,632 Added 28.24%	84,618 $4.19 Million
Q4 2020 Feb 09, 2021	BUY	$49.66 - $49.86 $703,880 - $706,715	14,174 Added 27.36%	65,986 $3.29 Million
Q3 2020 Oct 20, 2020	BUY	$49.76 - $50.06 $382,903 - $385,211	7,695 Added 17.44%	51,812 $2.58 Million
Q2 2020 Jul 02, 2020	SELL	$48.24 - $49.96 $197,301 - $204,336	-4,090 Reduced 8.48%	44,117 $0
Q1 2020 Apr 01, 2020	BUY	$43.92 - $49.69 $145,419 - $164,523	3,311 Added 7.37%	48,207 $0
Q4 2019 Feb 11, 2020	BUY	$48.87 - $49.12 $141,967 - $142,693	2,905 Added 6.92%	44,896 $0
Q3 2019 Oct 09, 2019	SELL	$48.76 - $49.06 $70,458 - $70,891	-1,445 Reduced 3.33%	41,991 $0
Q2 2019 Aug 14, 2019	SELL	N/A	-3,733 Reduced 7.91%	43,436 $2.13 Million
Q1 2019 May 08, 2019	BUY	N/A	1,258 Added 2.74%	47,169 $2.29 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-11,325 Reduced 19.79%	45,911 $2.21 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-1,281 Reduced 2.19%	57,236 $2.73 Million
Q2 2018 Aug 16, 2018	BUY	N/A	3,383 Added 6.14%	58,517 $2.81 Million
Q1 2018 May 15, 2018	BUY	N/A	50 Added 0.09%	55,134 $2.64 Million
Q4 2017 Feb 08, 2018	BUY	N/A	4,968 Added 9.91%	55,084 $2.64 Million
Q3 2017 Nov 08, 2017	BUY	N/A	5,349 Added 11.95%	50,116 $2.44 Million
Q2 2017 Aug 15, 2017	BUY	N/A	44,767	44,767 $2.17 Million

Others Institutions Holding SHM

# of Institutions

451

Shares Held

73.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Nuveen Bloomberg Short Te Transaction History