Summit Trail Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,974
| Closed | -$115K | – | 241 |
|
|
2018
Q3 | $115K | Buy |
1,974
+551
| +39% | +$32.1K | 0.03% | 258 |
|
|
2018
Q2 | $78K | Buy |
+1,423
| New | +$78K | 0.03% | 249 |
|
|
2018
Q1 | – | Sell |
-898
| Closed | -$50K | – | 1734 |
|
|
2017
Q4 | $50K | Buy |
+898
| New | +$50K | 0.01% | 820 |
|