First Personal Financial Services’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-672
| Closed | -$36K | – | 959 |
|
|
2018
Q1 | $36K | Hold |
672
| – | – | 0.01% | 507 |
|
|
2017
Q4 | $36K | Hold |
672
| – | – | 0.01% | 535 |
|
|
2017
Q3 | $33K | Hold |
672
| – | – | 0.01% | 501 |
|
|
2017
Q2 | $32K | Hold |
672
| – | – | 0.01% | 503 |
|
|
2017
Q1 | $34K | Hold |
672
| – | – | 0.01% | 472 |
|
|
2016
Q4 | $32K | Hold |
672
| – | – | 0.01% | 460 |
|
|
2016
Q3 | $24K | Hold |
672
| – | – | 0.01% | 402 |
|
|
2016
Q2 | $24K | Hold |
672
| – | – | 0.01% | 392 |
|
|
2016
Q1 | $21K | Hold |
672
| – | – | 0.01% | 234 |
|
|
2015
Q4 | $21K | Hold |
672
| – | – | 0.01% | 242 |
|
|
2015
Q3 | $25K | Hold |
672
| – | – | 0.02% | 217 |
|
|
2015
Q2 | $26K | Hold |
672
| – | – | 0.02% | 210 |
|
|
2015
Q1 | $22K | Buy |
672
+272
| +68% | +$8.91K | 0.01% | 220 |
|
|
2014
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 259 |
|