Arete Wealth Advisors’s Heartland Express HTLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-33,446
| Closed | -$582K | – | 163 |
|
|
2016
Q2 | $582K | Hold |
33,446
| – | – | 0.37% | 58 |
|
|
2016
Q1 | $620K | Hold |
33,446
| – | – | 0.37% | 49 |
|
|
2015
Q4 | $569K | Hold |
33,446
| – | – | 0.34% | 52 |
|
|
2015
Q3 | $667K | Hold |
33,446
| – | – | 0.52% | 39 |
|
|
2015
Q2 | $677K | Hold |
33,446
| – | – | 0.46% | 50 |
|
|
2015
Q1 | $795K | Hold |
33,446
| – | – | 0.51% | 45 |
|
|
2014
Q4 | $903K | Hold |
33,446
| – | – | 0.64% | 39 |
|
|
2014
Q3 | $801K | Hold |
33,446
| – | – | 0.6% | 36 |
|
|
2014
Q2 | $714K | Hold |
33,446
| – | – | 0.56% | 45 |
|
|
2014
Q1 | $759K | Hold |
33,446
| – | – | 0.7% | 36 |
|
|
2013
Q4 | $656K | Buy |
+33,446
| New | +$656K | 0.65% | 43 |
|