Heartland Bank & Trust’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,606
| Closed | -$644K | – | 139 |
|
|
2022
Q4 | $644K | Buy |
1,606
+156
| +11% | +$62.6K | 0.48% | 52 |
|
|
2022
Q3 | $580K | Sell |
1,450
-94
| -6% | -$37.6K | 0.56% | 60 |
|
|
2022
Q2 | $594K | Buy |
1,544
+64
| +4% | +$24.6K | 0.53% | 67 |
|
|
2022
Q1 | $643K | Buy |
1,480
+600
| +68% | +$261K | 0.49% | 67 |
|
|
2021
Q4 | $428K | Buy |
+880
| New | +$428K | 0.32% | 95 |
|