Acuity Investment Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $61K | Sell |
1,400
-400
| -22% | -$17.4K | 0.09% | 132 |
|
|
2014
Q4 | $81K | Hold |
1,800
| – | – | 0.07% | 129 |
|
|
2014
Q3 | $75K | Hold |
1,800
| – | – | 0.06% | 127 |
|
|
2014
Q2 | $78K | Sell |
1,800
-5,500
| -75% | -$238K | 0.05% | 135 |
|
|
2014
Q1 | $313K | Sell |
7,300
-2,200
| -23% | -$94.3K | 0.17% | 101 |
|
|
2013
Q4 | $384K | Sell |
9,500
-9,800
| -51% | -$396K | 0.15% | 93 |
|
|
2013
Q3 | $704K | Buy |
19,300
+8,500
| +79% | +$310K | 0.1% | 125 |
|
|
2013
Q2 | $390K | Buy |
+10,800
| New | +$390K | 0.05% | 127 |
|