Aperio Group’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $257K | Buy |
+6,361
| New | +$257K | ﹤0.01% | 2242 |
|
|
2020
Q3 | – | Sell |
-8,728
| Closed | -$292K | – | 2395 |
|
|
2020
Q2 | $292K | Buy |
+8,728
| New | +$292K | ﹤0.01% | 2041 |
|
|
2020
Q1 | – | Sell |
-6,512
| Closed | -$324K | – | 2406 |
|
|
2019
Q4 | $324K | Sell |
6,512
-1,967
| -23% | -$97.9K | ﹤0.01% | 2025 |
|
|
2019
Q3 | $379K | Sell |
8,479
-242
| -3% | -$10.8K | ﹤0.01% | 1907 |
|
|
2019
Q2 | $390K | Buy |
8,721
+555
| +7% | +$24.8K | ﹤0.01% | 1910 |
|
|
2019
Q1 | $348K | Buy |
8,166
+3,372
| +70% | +$144K | ﹤0.01% | 1934 |
|
|
2018
Q4 | $211K | Buy |
+4,794
| New | +$211K | ﹤0.01% | 2101 |
|