MAWA
Moss Adams Wealth Advisors’s Heartland Express HTLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-104,317
| Closed | -$1.17M | – | 226 |
|
2024
Q4 | $1.17M | Hold |
104,317
| – | – | 0.12% | 50 |
|
2024
Q3 | $1.28M | Sell |
104,317
-303,159
| -74% | -$3.73M | 0.14% | 46 |
|
2024
Q2 | $5.03M | Hold |
407,476
| – | – | 0.69% | 20 |
|
2024
Q1 | $4.87M | Buy |
+407,476
| New | +$4.87M | 0.78% | 16 |
|