ERWM
HTLF

Elk River Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,439
Closed -$308K 118
2022
Q1
$308K Sell
6,439
-3,125
-33% -$149K 0.07% 100
2021
Q4
$484K Buy
+9,564
New +$484K 0.11% 84