Heath McLendon

Insider profile

Currently holds positions in Virtus Stone Harbor Emerging Markets Income Fund and Stone Harbor Emerging Markets Total Income Fund

Performance

Overall performance
3.1
Performance over holding periods
3.1
30 days 90 days 120 days
Average return 0% 8.2% 15.1%
Success rate 53% 68% 82%
Transactions
21 100% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Independent Trustee Virtus Stone Harbor Emerging Markets Income Fund Jan. 1, 2010 -
Independent Trustee Stone Harbor Emerging Markets Total Income Fund Jan. 1, 2012 -
Heath McLendon's trades of Virtus Stone Harbor Emerging Markets Income Fund's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2022-02-28 2022-02-28
B Purchase
60,222 -44.0%
426.13
US$281,226 		60,222 -44.0% 426.13 US$281,226
2022-02-14 2022-02-14
B Purchase
15,311 +6.4%
125.01
US$2,159,285 		15,311 +6.4% 125.01 US$2,159,285
2021-02-12 2021-02-12
B Purchase
69,479 -11.5%
432.71
US$3,168,779 		69,479 -11.5% 432.71 US$3,168,779
2020-09-08 2020-08-11
B Purchase
470 +9.7%
7.29
US$3,426 		470 +9.7% 7.29 US$3,426
2020-09-08 2020-07-22
B Purchase
230 +5.0%
7.00
US$1,610 		230 +5.0% 7.00 US$1,610
2015-07-10 2015-07-09
B Purchase
200 +8.4%
13.75
US$2,750 		200 +8.4% 13.75 US$2,750
2014-12-17 2014-12-15
B Purchase
200 +10.1%
14.90
US$2,980 		200 +10.1% 14.90 US$2,980
2014-12-17 2014-12-15
B Purchase
200 +9.7%
14.66
US$2,932 		200 +9.7% 14.66 US$2,932
2014-12-17 2014-12-15
B Purchase
300 +17.0%
14.71
US$4,413 		300 +17.0% 14.71 US$4,413
2014-12-11 2014-12-09
B Purchase
500 +44.2%
15.52
US$7,760 		500 +44.2% 15.52 US$7,760
2014-12-05 2014-12-05
B Purchase
500 New position
16.23
US$8,117 		500 New position 16.23 US$8,117
2014-02-07 2014-01-29
B Purchase
200 +21.4%
17.85
US$3,570 		200 +21.4% 17.85 US$3,570
2013-11-12 2013-11-12
B Purchase
110 +8.1%
18.49
US$2,034 		110 +8.1% 18.49 US$2,034
2013-10-23 2013-10-17
B Purchase
100 +12.0%
19.73
US$1,973 		100 +12.0% 19.73 US$1,973
2013-08-21 2013-08-20
B Purchase
100 +13.9%
19.20
US$1,920 		100 +13.9% 19.20 US$1,920
2013-04-03 2013-04-02
B Purchase
100 +16.5%
23.97
US$2,397 		100 +16.5% 23.97 US$2,397
2013-03-14 2013-03-14
B Purchase
100 +19.9%
24.38
US$2,438 		100 +19.9% 24.38 US$2,438
2013-03-13 2013-03-13
B Purchase
100 +24.8%
24.54
US$2,454 		100 +24.8% 24.54 US$2,454
2011-12-29 2011-12-28
B Purchase
100 +9.6%
20.99
US$2,099 		100 +9.6% 20.99 US$2,099
2011-11-29 2011-11-29
B Purchase
100 +10.6%
22.51
US$2,251 		100 +10.6% 22.51 US$2,251
2011-10-31 2011-10-26
B Purchase
100 +12.0%
22.93
US$2,293 		100 +12.0% 22.93 US$2,293
2011-08-10 2011-08-08
B Purchase
100 +13.9%
23.46
US$2,346 		100 +13.9% 23.46 US$2,346
2011-03-28 2011-03-25
B Purchase
300 +74.4%
23.31
US$6,993 		300 +74.4% 23.31 US$6,993