FHC
First Heartland Consultants’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.2M | Sell |
549,128
-10,074
| -2% | -$408K | 1.98% | 10 |
|
2025
Q1 | $20.4M | Buy |
559,202
+4,619
| +0.8% | +$168K | 2.1% | 6 |
|
2024
Q4 | $18.9M | Buy |
554,583
+62,541
| +13% | +$2.13M | 1.94% | 10 |
|
2024
Q3 | $18.5M | Buy |
492,042
+72,484
| +17% | +$2.72M | 1.99% | 11 |
|
2024
Q2 | $14.7K | Buy |
419,558
+19,816
| +5% | +$695 | 1.03% | 16 |
|
2024
Q1 | $14.3M | Buy |
399,742
+28,296
| +8% | +$1.01M | 1.49% | 13 |
|
2023
Q4 | $12.6M | Buy |
371,446
+10,720
| +3% | +$365K | 1.52% | 15 |
|
2023
Q3 | $11.2M | Buy |
+360,726
| New | +$11.2M | 1.41% | 17 |
|
2021
Q4 | – | Sell |
-25,301
| Closed | -$916K | – | 415 |
|
2021
Q3 | $916K | Sell |
25,301
-582
| -2% | -$21.1K | 0.14% | 139 |
|
2021
Q2 | $952K | Buy |
25,883
+12,508
| +94% | +$460K | 0.14% | 138 |
|
2021
Q1 | $473K | Sell |
13,375
-8,381
| -39% | -$296K | 0.08% | 209 |
|
2020
Q4 | $734K | Sell |
21,756
-3,528
| -14% | -$119K | 0.12% | 124 |
|
2020
Q3 | $740K | Buy |
25,284
+11,892
| +89% | +$348K | 0.14% | 112 |
|
2020
Q2 | $370K | Buy |
+13,392
| New | +$370K | 0.07% | 192 |
|