Advisory Services Network’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,569
| Closed | -$59K | – | 3803 |
|
|
2023
Q4 | $59K | Buy |
+1,569
| New | +$59K | ﹤0.01% | 1918 |
|
|
2023
Q2 | – | Sell |
-1,634
| Closed | -$62.7K | – | 3799 |
|
|
2023
Q1 | $62.7K | Buy |
+1,634
| New | +$62.7K | ﹤0.01% | 1905 |
|
|
2019
Q1 | – | Sell |
-37
| Closed | -$2K | – | 2735 |
|
|
2018
Q4 | $2K | Sell |
37
-85
| -70% | -$4.6K | ﹤0.01% | 2347 |
|
|
2018
Q3 | $7K | Hold |
122
| – | – | ﹤0.01% | 1953 |
|
|
2018
Q2 | $7K | Hold |
122
| – | – | ﹤0.01% | 1930 |
|
|
2018
Q1 | $6K | Buy |
122
+13
| +12% | +$639 | ﹤0.01% | 2072 |
|
|
2017
Q4 | $6K | Buy |
+109
| New | +$6K | ﹤0.01% | 2066 |
|