FHC
First Heartland Consultants’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,741
| Closed | -$275 | – | 410 |
|
|
2021
Q4 | $275 | Buy |
+8,741
| New | +$275 | 0.01% | 291 |
|
|
2021
Q3 | – | Sell |
-71,322
| Closed | -$2.22M | – | 414 |
|
|
2021
Q2 | $2.22M | Sell |
71,322
-7,565
| -10% | -$236K | 0.34% | 84 |
|
|
2021
Q1 | $2.41M | Sell |
78,887
-7,391
| -9% | -$226K | 0.38% | 69 |
|
|
2020
Q4 | $2.69M | Sell |
86,278
-189,972
| -69% | -$5.92M | 0.45% | 51 |
|
|
2020
Q3 | $8.53M | Buy |
+276,250
| New | +$8.53M | 1.62% | 14 |
|
|
2020
Q1 | – | Sell |
-12,296
| Closed | -$351K | – | 303 |
|
|
2019
Q4 | $351K | Sell |
12,296
-3,955
| -24% | -$113K | 0.07% | 212 |
|
|
2019
Q3 | $463K | Buy |
+16,251
| New | +$463K | 0.1% | 168 |
|
|
2013
Q4 | – | Sell |
-58,280
| Closed | -$3.25M | – | 236 |
|
|
2013
Q3 | $3.25M | Sell |
58,280
-2,422
| -4% | -$135K | 1.96% | 7 |
|
|
2013
Q2 | $3.37M | Buy |
+60,702
| New | +$3.37M | 1.96% | 7 |
|