FHC
First Heartland Consultants’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+1,425
| New | +$210K | 0.02% | 474 |
|
|
2023
Q1 | – | Sell |
-22,681
| Closed | -$2.23M | – | 402 |
|
|
2022
Q4 | $2.23M | Buy |
+22,681
| New | +$2.23M | 0.36% | 72 |
|
|
2021
Q3 | – | Sell |
-2,421
| Closed | -$248K | – | 420 |
|
|
2021
Q2 | $248K | Buy |
2,421
+50
| +2% | +$5.12K | 0.04% | 329 |
|
|
2021
Q1 | $233K | Sell |
2,371
-457
| -16% | -$44.9K | 0.04% | 342 |
|
|
2020
Q4 | $250K | Buy |
+2,828
| New | +$250K | 0.04% | 283 |
|
|
2020
Q3 | – | Sell |
-2,911
| Closed | -$200K | – | 318 |
|
|
2020
Q2 | $200K | Buy |
+2,911
| New | +$200K | 0.04% | 269 |
|
|
2018
Q3 | – | Sell |
-2,880
| Closed | -$206K | – | 259 |
|
|
2018
Q2 | $206K | Buy |
+2,880
| New | +$206K | 0.07% | 226 |
|
|
2013
Q3 | – | Sell |
-252
| Closed | -$11K | – | 384 |
|
|
2013
Q2 | $11K | Buy |
+252
| New | +$11K | 0.01% | 349 |
|