EverSource Wealth Advisors’s Heartland Express HTLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.26K | Buy |
262
+178
| +212% | +$1.54K | ﹤0.01% | 3463 |
|
2025
Q1 | $774 | Sell |
84
-205
| -71% | -$1.89K | ﹤0.01% | 3318 |
|
2024
Q4 | $3.24K | Sell |
289
-192
| -40% | -$2.15K | ﹤0.01% | 2530 |
|
2024
Q3 | $5.91K | Hold |
481
| – | – | ﹤0.01% | 2156 |
|
2024
Q2 | $6.24K | Buy |
481
+349
| +264% | +$4.53K | ﹤0.01% | 2126 |
|
2024
Q1 | $1.31K | Buy |
+132
| New | +$1.31K | ﹤0.01% | 2499 |
|
2023
Q4 | – | Sell |
-479
| Closed | -$7.04K | – | 2690 |
|
2023
Q3 | $7.04K | Hold |
479
| – | – | ﹤0.01% | 1552 |
|
2023
Q2 | $7.86K | Hold |
479
| – | – | ﹤0.01% | 1555 |
|
2023
Q1 | $7.63K | Sell |
479
-202
| -30% | -$3.22K | ﹤0.01% | 1483 |
|
2022
Q4 | $10.4K | Hold |
681
| – | – | ﹤0.01% | 1321 |
|
2022
Q3 | $10K | Hold |
681
| – | – | ﹤0.01% | 1136 |
|
2022
Q2 | $10K | Buy |
+681
| New | +$10K | ﹤0.01% | 1032 |
|
2022
Q1 | – | Sell |
-194
| Closed | -$3K | – | 1770 |
|
2021
Q4 | $3K | Buy |
+194
| New | +$3K | ﹤0.01% | 1429 |
|