Mosaic Family Wealth’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,384
| Closed | -$144K | – | 629 |
|
|
2019
Q1 | $144K | Hold |
3,384
| – | – | 0.06% | 183 |
|
|
2018
Q4 | $149K | Hold |
3,384
| – | – | 0.06% | 177 |
|
|
2018
Q3 | $185K | Hold |
3,384
| – | – | 0.08% | 160 |
|
|
2018
Q2 | $186K | Hold |
3,384
| – | – | 0.07% | 173 |
|
|
2018
Q1 | $180K | Hold |
3,384
| – | – | 0.07% | 168 |
|
|
2017
Q4 | $182K | Buy |
+3,384
| New | +$182K | 0.07% | 176 |
|