Schubert & Co’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$576 | – | 1603 |
|
|
2023
Q1 | $576 | Sell |
15
-11
| -42% | -$422 | ﹤0.01% | 1378 |
|
|
2022
Q4 | $1.21K | Sell |
26
-1
| -4% | -$47 | ﹤0.01% | 1099 |
|
|
2022
Q3 | $1K | Buy |
27
+12
| +80% | +$444 | ﹤0.01% | 1332 |
|
|
2022
Q2 | $1K | Buy |
15
+11
| +275% | +$733 | ﹤0.01% | 1384 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1391 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1338 |
|