FHC
First Heartland Consultants’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,439
| Closed | -$233K | – | 466 |
|
2024
Q4 | $233K | Buy |
+2,439
| New | +$233K | 0.02% | 402 |
|
2020
Q4 | – | Sell |
-51,992
| Closed | -$5.42M | – | 347 |
|
2020
Q3 | $5.42M | Buy |
51,992
+49,272
| +1,811% | +$5.14M | 1.03% | 28 |
|
2020
Q2 | $275K | Buy |
2,720
+472
| +21% | +$47.7K | 0.05% | 220 |
|
2020
Q1 | $213K | Sell |
2,248
-55,798
| -96% | -$5.29M | 0.05% | 221 |
|
2019
Q4 | $6.36M | Buy |
+58,046
| New | +$6.36M | 1.25% | 16 |
|
2018
Q2 | – | Sell |
-5,803
| Closed | -$208K | – | 254 |
|
2018
Q1 | $208K | Buy |
5,803
+204
| +4% | +$7.31K | 0.06% | 250 |
|
2017
Q4 | $206K | Buy |
5,599
+221
| +4% | +$8.13K | 0.06% | 258 |
|
2017
Q3 | $201K | Buy |
+5,378
| New | +$201K | 0.05% | 322 |
|
2013
Q3 | – | Sell |
-1,208
| Closed | -$48K | – | 307 |
|
2013
Q2 | $48K | Buy |
+1,208
| New | +$48K | 0.03% | 268 |
|