Westside Investment Management, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Westside Investment Management, Inc. holds 30,733 shares of SHM stock, worth $1.47 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
30,733
Previous 34,146 10.0%
Holding current value
$1.47 Million
Previous $1.64 Billion 11.4%
% of portfolio
0.31%
Previous 0.35%

Shares

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

Jan 17, 2025
SELL
$47.26 - $48.18 $161,298 - $164,438
-3,413 Reduced 10.0%
30,733 $1.46 Billion
Q3 2024

Nov 20, 2024
BUY
$47.01 - $48.2 $1,034 - $1,060
22 Added 0.06%
34,146 $1.64 Billion
Q2 2024

Jul 17, 2024
BUY
$46.84 - $47.32 $189,842 - $191,787
4,053 Added 13.48%
34,124 $1.61 Billion
Q1 2024

Apr 19, 2024
SELL
$47.44 - $47.9 $13,947 - $14,082
-294 Reduced 0.97%
30,071 $1.43 Billion
Q4 2023

Jan 12, 2024
SELL
$46.12 - $47.85 $903,352 - $937,237
-19,587 Reduced 39.21%
30,365 $1.45 Billion
Q3 2023

Nov 15, 2023
SELL
$46.19 - $47.22 $32,009 - $32,723
-693 Reduced 1.37%
49,952 $2.31 Billion
Q2 2023

Jul 14, 2023
BUY
$46.54 - $47.72 $3,443 - $3,531
74 Added 0.15%
50,645 $2.38 Billion
Q1 2023

May 17, 2023
BUY
$46.61 - $47.68 $2,377 - $2,431
51 Added 0.1%
50,571 $2.4 Billion
Q4 2022

Jan 31, 2023
BUY
$45.97 - $47.2 $795,510 - $816,796
17,305 Added 52.1%
50,520 $2.37 Million
Q3 2022

Nov 09, 2022
SELL
$46.05 - $47.82 $503,786 - $523,150
-10,940 Reduced 24.78%
33,215 $1.53 Million
Q2 2022

Jul 15, 2022
BUY
$46.52 - $47.45 $183,056 - $186,715
3,935 Added 9.78%
44,155 $0
Q1 2022

Apr 25, 2022
BUY
$47.3 - $49.17 $1,939 - $2,015
41 Added 0.1%
40,220 $0
Q4 2021

Feb 15, 2022
BUY
$49.16 - $49.38 $5,702 - $5,728
116 Added 0.29%
40,179 $0
Q3 2021

Oct 27, 2021
SELL
$49.4 - $49.69 $6,372 - $6,410
-129 Reduced 0.32%
40,063 $0
Q2 2021

Jul 28, 2021
BUY
$49.5 - $49.73 $199,188 - $200,113
4,024 Added 11.13%
40,192 $0
Q1 2021

Apr 14, 2021
BUY
$49.43 - $49.87 $862,355 - $870,032
17,446 Added 93.18%
36,168 $0
Q4 2020

Jan 15, 2021
BUY
$49.66 - $49.86 $3,873 - $3,889
78 Added 0.42%
18,722 $0
Q3 2020

Oct 14, 2020
BUY
$49.76 - $50.06 $1,691 - $1,702
34 Added 0.18%
18,644 $0
Q2 2020

Jul 21, 2020
BUY
$48.24 - $49.96 $1,350 - $1,398
28 Added 0.15%
18,610 $0
Q1 2020

Apr 16, 2020
BUY
$43.92 - $49.69 $722,967 - $817,947
16,461 Added 776.1%
18,582 $0
Q2 2019

Jul 24, 2019
SELL
N/A
-27 Reduced 1.26%
2,121 $103,000
Q4 2018

Feb 05, 2019
BUY
N/A
11 Added 0.51%
2,148 $0
Q3 2018

Nov 08, 2018
BUY
N/A
5 Added 0.23%
2,137 $102 Million
Q2 2018

Aug 13, 2018
BUY
N/A
6 Added 0.28%
2,132 $0
Q1 2018

Apr 16, 2018
BUY
N/A
4 Added 0.19%
2,126 $0
Q4 2017

Feb 15, 2018
BUY
N/A
8 Added 0.38%
2,122 $0
Q3 2017

Nov 13, 2017
BUY
N/A
5 Added 0.24%
2,114 $0
Q2 2017

Sep 14, 2017
BUY
N/A
1,959 Added 1306.0%
2,109 $0
Q2 2017

Aug 15, 2017
BUY
N/A
150
150 $0

Others Institutions Holding SHM

# of Institutions
451
Shares Held
73.7M
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
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email