PIERSHALE FINANCIAL GROUP, INC.
PIERSHALE FINANCIAL GROUP, INC. latest Q1_2021 13F filings reported $231,063,000 in market value on this 2021-04-20 report date . The portfolio quarterly return is 10.99%. This fund has 29 securities concentrations of 100% weights.
PIERSHALE FINANCIAL GROUP, INC. largest holding is iShares Russell 2000 ETF with weight of 12.67% and $29,283,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
| FILE DATE | REPORT PERIOD | QTR YEAR | FILE TYPE | NOS. OF STOCKS | REPORTED VALUE | RETURN |
|---|---|---|---|---|---|---|
| 2021-04-20 | 2021-03-31 | Q1_2021 | 13F-HR | 29 | $231,063,000 | 10.99% |
| 2021-01-14 | 2020-12-31 | Q4_2020 | 13F-HR | 27 | $208,181,000 | 19.74% |
| 2020-10-19 | 2020-09-30 | Q3_2020 | 13F-HR | 19 | $173,860,000 | 1.21% |
| 2020-07-13 | 2020-06-30 | Q2_2020 | 13F-HR | 22 | $171,774,000 | 106.16% |
| 2020-04-17 | 2020-03-31 | Q1_2020 | 13F-HR | 9 | $83,320,000 | -55.55% |
| 2020-01-16 | 2019-12-31 | Q4_2019 | 13F-HR | 19 | $187,456,000 | 6.01% |
| 2019-10-25 | 2019-09-30 | Q3_2019 | 13F-HR | 18 | $176,833,000 | 0.85% |
| 2019-07-26 | 2019-06-30 | Q2_2019 | 13F-HR | 16 | $175,345,000 | 4.86% |
| 2019-04-18 | 2019-03-31 | Q1_2019 | 13F-HR | 22 | $167,224,000 | 1.49% |
| 2019-01-22 | 2018-12-31 | Q4_2018 | 13F-HR | 21 | $164,763,000 | -19.60% |
| 2018-10-23 | 2018-09-30 | Q3_2018 | 13F-HR | 24 | $204,922,000 | 7.01% |
| 2018-07-17 | 2018-06-30 | Q2_2018 | 13F-HR | 24 | $191,496,000 | 1.11% |
| 2018-04-27 | 2018-03-31 | Q1_2018 | 13F-HR | 22 | $189,386,000 | -2.58% |
| 2018-01-16 | 2017-12-31 | Q4_2017 | 13F-HR | 19 | $194,408,000 | 10.05% |
| 2017-10-19 | 2017-09-30 | Q3_2017 | 13F-HR | 24 | $176,648,000 | 13.62% |
| 2017-07-14 | 2017-06-30 | Q2_2017 | 13F-HR | 22 | $155,479,000 | 0.00% |
| 2017-04-17 | 2017-03-31 | Q1_2017 | 13F-HR | 22 | $155,479,000 | -4.65% |
| 2017-01-18 | 2016-12-31 | Q4_2016 | 13F-HR | 23 | $163,054,000 | 23.96% |
| 2016-10-18 | 2016-09-30 | Q3_2016 | 13F-HR | 161 | $131,535,000 | -2.52% |
| 2016-07-15 | 2016-06-30 | Q2_2016 | 13F-HR | 150 | $134,938,000 | -20.42% |