Heartland Bank & Trust’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,130
| Closed | -$361K | – | 153 |
|
|
2024
Q3 | $361K | Hold |
1,130
| – | – | 0.19% | 111 |
|
|
2024
Q2 | $334K | Hold |
1,130
| – | – | 0.19% | 117 |
|
|
2024
Q1 | $348K | Hold |
1,130
| – | – | 0.2% | 113 |
|
|
2023
Q4 | $323K | Hold |
1,130
| – | – | 0.22% | 101 |
|
|
2023
Q3 | $265K | Hold |
1,130
| – | – | 0.21% | 116 |
|
|
2023
Q2 | $222K | Hold |
1,130
| – | – | 0.17% | 124 |
|
|
2023
Q1 | $229K | Hold |
1,130
| – | – | 0.17% | 126 |
|
|
2022
Q4 | $245K | Hold |
1,130
| – | – | 0.18% | 115 |
|
|
2022
Q3 | $240K | Hold |
1,130
| – | – | 0.23% | 117 |
|
|
2022
Q2 | $273K | Hold |
1,130
| – | – | 0.24% | 115 |
|
|
2022
Q1 | $309K | Hold |
1,130
| – | – | 0.23% | 119 |
|
|
2021
Q4 | $386K | Hold |
1,130
| – | – | 0.29% | 101 |
|
|
2021
Q3 | $293K | Hold |
1,130
| – | – | 0.25% | 97 |
|
|
2021
Q2 | $291K | Hold |
1,130
| – | – | 0.27% | 92 |
|
|
2021
Q1 | $254K | Hold |
1,130
| – | – | 0.23% | 102 |
|
|
2020
Q4 | $262K | Buy |
+1,130
| New | +$262K | 0.23% | 99 |
|