CWS
HTLF

Confluence Wealth Services’s Heartland Financial USA, Inc. HTLF Stock Holding History

Confluence Wealth Services’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-560
Closed -$28K – 1226
2021
Q4 		$28K Buy
+560
New +$28K 0.01% 638