Wealthspire Advisors (Maryland)’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,081
| Closed | -$203K | – | 518 |
|
|
2019
Q4 | $203K | Buy |
+4,081
| New | +$203K | 0.01% | 469 |
|
|
2019
Q2 | – | Sell |
-4,064
| Closed | -$173K | – | 2182 |
|
|
2019
Q1 | $173K | Buy |
4,064
+13
| +0.3% | +$553 | 0.01% | 475 |
|
|
2018
Q4 | $178K | Buy |
4,051
+2
| +0% | +$88 | 0.02% | 427 |
|
|
2018
Q3 | $235K | Buy |
4,049
+5
| +0.1% | +$290 | 0.02% | 416 |
|
|
2018
Q2 | $222K | Buy |
4,044
+5
| +0.1% | +$274 | 0.02% | 434 |
|
|
2018
Q1 | $214K | Buy |
4,039
+10
| +0.2% | +$530 | 0.02% | 441 |
|
|
2017
Q4 | $216K | Buy |
4,029
+7
| +0.2% | +$375 | 0.02% | 455 |
|
|
2017
Q3 | $199K | Buy |
4,022
+5
| +0.1% | +$247 | 0.02% | 476 |
|
|
2017
Q2 | $189K | Buy |
4,017
+5
| +0.1% | +$235 | 0.02% | 472 |
|
|
2017
Q1 | $200K | Buy |
4,012
+4
| +0.1% | +$199 | 0.03% | 394 |
|
|
2016
Q4 | $192K | Buy |
4,008
+9
| +0.2% | +$431 | 0.03% | 386 |
|
|
2016
Q3 | $144K | Buy |
3,999
+6
| +0.2% | +$216 | 0.02% | 484 |
|
|
2016
Q2 | $141K | Buy |
3,993
+5
| +0.1% | +$177 | 0.02% | 462 |
|
|
2016
Q1 | $123K | Buy |
3,988
+7
| +0.2% | +$216 | 0.02% | 479 |
|
|
2015
Q4 | $125K | Buy |
+3,981
| New | +$125K | 0.02% | 475 |
|