Spire Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-40
| Closed | -$2.45K | – | 2608 |
|
2024
Q4 | $2.45K | Hold |
40
| – | – | ﹤0.01% | 2214 |
|
2024
Q3 | $2.27K | Hold |
40
| – | – | ﹤0.01% | 1980 |
|
2024
Q2 | $1.78K | Buy |
40
+16
| +67% | +$711 | ﹤0.01% | 2030 |
|
2024
Q1 | $844 | Buy |
+24
| New | +$844 | ﹤0.01% | 2231 |
|