Disciplined Investments’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$139 | – | 1639 |
|
|
2023
Q2 | $139 | Hold |
5
| – | – | ﹤0.01% | 1561 |
|
|
2023
Q1 | $192 | Sell |
5
-1
| -17% | -$38 | ﹤0.01% | 1489 |
|
|
2022
Q4 | $280 | Sell |
6
-2
| -25% | -$93 | ﹤0.01% | 1360 |
|
|
2022
Q3 | $0 | Buy |
8
+3
| +60% | – | ﹤0.01% | 1683 |
|
|
2022
Q2 | $0 | Buy |
5
+2
| +67% | – | ﹤0.01% | 1694 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1667 |
|