Y-Intercept (HK)’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,918
| Closed | -$223K | – | 1831 |
|
|
2023
Q4 | $223K | Sell |
5,918
-1,939
| -25% | -$72.9K | 0.02% | 956 |
|
|
2023
Q3 | $231K | Sell |
7,857
-16,259
| -67% | -$479K | 0.02% | 865 |
|
|
2023
Q2 | $672K | Buy |
24,116
+18,079
| +299% | +$504K | 0.07% | 444 |
|
|
2023
Q1 | $232K | Buy |
+6,037
| New | +$232K | 0.03% | 891 |
|