IMA Advisory Services’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,962
| Closed | -$57.7K | – | 278 |
|
|
2023
Q3 | $57.7K | Hold |
1,962
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $54.7K | Hold |
1,962
| – | – | 0.01% | 175 |
|
|
2023
Q1 | $75.3K | Hold |
1,962
| – | – | 0.02% | 163 |
|
|
2022
Q4 | $91.5K | Hold |
1,962
| – | – | 0.02% | 164 |
|
|
2022
Q3 | $85K | Hold |
1,962
| – | – | 0.02% | 166 |
|
|
2022
Q2 | $82K | Hold |
1,962
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $94K | Hold |
1,962
| – | – | 0.02% | 147 |
|
|
2021
Q4 | $99K | Hold |
1,962
| – | – | 0.02% | 154 |
|
|
2021
Q3 | $94K | Buy |
+1,962
| New | +$94K | 0.02% | 146 |
|