C.M. Bidwell & Associates’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$1.92K | – | 586 |
|
|
2023
Q1 | $1.92K | Hold |
50
| – | – | ﹤0.01% | 475 |
|
|
2022
Q4 | $2.33K | Hold |
50
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $2K | Sell |
50
-15
| -23% | -$600 | ﹤0.01% | 442 |
|
|
2022
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 424 |
|
|
2022
Q1 | $3K | Sell |
65
-3,814
| -98% | -$176K | ﹤0.01% | 465 |
|
|
2021
Q4 | $196K | Buy |
3,879
+65
| +2% | +$3.28K | 0.12% | 168 |
|
|
2021
Q3 | $183K | Hold |
3,814
| – | – | 0.12% | 169 |
|
|
2021
Q2 | $179K | Sell |
3,814
-100
| -3% | -$4.69K | 0.12% | 165 |
|
|
2021
Q1 | $197K | Buy |
3,914
+699
| +22% | +$35.2K | 0.14% | 138 |
|
|
2020
Q4 | $130K | Buy |
+3,215
| New | +$130K | 0.11% | 189 |
|
|
2016
Q1 | – | Sell |
-9,120
| Closed | -$286K | – | 330 |
|
|
2015
Q4 | $286K | Sell |
9,120
-5,935
| -39% | -$186K | 0.07% | 135 |
|
|
2015
Q3 | $546K | Sell |
15,055
-250
| -2% | -$9.07K | 0.13% | 97 |
|
|
2015
Q2 | $570K | Buy |
15,305
+9,520
| +165% | +$355K | 0.13% | 100 |
|
|
2015
Q1 | $189K | Buy |
+5,785
| New | +$189K | 0.04% | 163 |
|