Support PenkeFirst Heartland Consultants, Inc.
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOAN.NASDAQ | JOAN.NASDAQ | - | - | - | - | 0.045 | 0.002 | 18.4k | - | - | ||||||||||||||
| SELF.NASDAQ | Global Self Storage Inc | USA | Real Estate | REIT - Specialty | 2024-09-30 | 0.22 | 0.019 | 24.4k | $104.2k | $123.8k |
| |||||||||||||
| TMDI.NASDAQ | TMDI.NASDAQ | - | - | - | - | 0.03 | 0.001 | 33.6k | - | - |
Trades
Adds
Report date: 2023-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | Price Range | Price | % |
| JOAN.NASDAQ | 162.00 | 0.9 | 240.67 | 1-2 | - | - |
Report date: 2022-12-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| SELF.NASDAQ | 12.2k | 100.0 | 62.5k | 5-6 | $5.07 | 6.7% |
| TMDI.NASDAQ | 100.00 | 0.3 | 52.67 | 0-1 | - | - |
Reduces
Report date: 2023-03-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | Price Range | Price | % |
| JOAN.NASDAQ | -6.8k | -27.3 | -22k | 2-5 | - | - |
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