Assured Investment Management’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,868
| Closed | -$208K | – | 901 |
|
|
2019
Q1 | $208K | Buy |
+4,868
| New | +$208K | ﹤0.01% | 778 |
|
|
2018
Q3 | – | Sell |
-4,246
| Closed | -$233K | – | 1295 |
|
|
2018
Q2 | $233K | Buy |
4,246
+1,032
| +32% | +$56.6K | ﹤0.01% | 949 |
|
|
2018
Q1 | $171K | Buy |
+3,214
| New | +$171K | ﹤0.01% | 967 |
|