A&I Financial Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,317
| Closed | -$281K | – | 23 |
|
|
2018
Q3 | $281K | Sell |
5,317
-1,332
| -20% | -$70.4K | 0.7% | 14 |
|
|
2018
Q2 | $333K | Sell |
6,649
-63,108
| -90% | -$3.16M | 0.67% | 18 |
|
|
2018
Q1 | $3.4M | Buy |
69,757
+58,257
| +507% | +$2.84M | 8.38% | 3 |
|
|
2017
Q4 | $616K | Buy |
+11,500
| New | +$616K | 1.22% | 17 |
|