FHC
First Heartland Consultants’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-72,491
| Closed | -$2.65M | – | 416 |
|
|
2021
Q3 | $2.65M | Buy |
72,491
+6,111
| +9% | +$223K | 0.4% | 66 |
|
|
2021
Q2 | $2.44M | Sell |
66,380
-6,477
| -9% | -$238K | 0.37% | 76 |
|
|
2021
Q1 | $2.64M | Sell |
72,857
-176,458
| -71% | -$6.4M | 0.42% | 61 |
|
|
2020
Q4 | $9.27M | Buy |
249,315
+41,790
| +20% | +$1.55M | 1.54% | 14 |
|
|
2020
Q3 | $7.63M | Buy |
207,525
+12,867
| +7% | +$473K | 1.45% | 16 |
|
|
2020
Q2 | $7.11M | Buy |
+194,658
| New | +$7.11M | 1.4% | 17 |
|