YWP
HTLF
YorkBridge Wealth Partners’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-57
| Closed | -$3K | – | 854 |
|
|
2018
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 755 |
|
|
2018
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 746 |
|
|
2017
Q4 | $3K | Buy |
57
+21
| +58% | +$1.11K | ﹤0.01% | 774 |
|
|
2017
Q3 | $2K | Buy |
36
+7
| +24% | +$389 | ﹤0.01% | 805 |
|
|
2017
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 857 |
|
|
2017
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 846 |
|