AWMS
Advocacy Wealth Management Services’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-426
| Closed | -$18K | – | 128 |
|
|
2022
Q3 | $18K | Hold |
426
| – | – | ﹤0.01% | 87 |
|
|
2022
Q2 | $20K | Sell |
426
-146
| -26% | -$6.85K | ﹤0.01% | 86 |
|
|
2022
Q1 | $30K | Buy |
572
+240
| +72% | +$12.6K | 0.01% | 77 |
|
|
2021
Q4 | $19K | Hold |
332
| – | – | ﹤0.01% | 100 |
|
|
2021
Q3 | $20K | Hold |
332
| – | – | ﹤0.01% | 92 |
|
|
2021
Q2 | $19K | Sell |
332
-118
| -26% | -$6.75K | ﹤0.01% | 110 |
|
|
2021
Q1 | $25K | Hold |
450
| – | – | 0.01% | 81 |
|
|
2020
Q4 | $21K | Hold |
450
| – | – | ﹤0.01% | 88 |
|
|
2020
Q3 | $16K | Sell |
450
-199
| -31% | -$7.08K | ﹤0.01% | 93 |
|
|
2020
Q2 | $24K | Sell |
649
-200
| -24% | -$7.4K | ﹤0.01% | 77 |
|
|
2020
Q1 | $27K | Buy |
849
+312
| +58% | +$9.92K | 0.01% | 59 |
|
|
2019
Q4 | $32K | Sell |
537
-13
| -2% | -$775 | 0.01% | 67 |
|
|
2019
Q3 | $30K | Hold |
550
| – | – | 0.02% | 69 |
|
|
2019
Q2 | $29K | Hold |
550
| – | – | 0.02% | 70 |
|
|
2019
Q1 | $27K | Hold |
550
| – | – | 0.03% | 64 |
|
|
2018
Q4 | $25K | Buy |
550
+184
| +50% | +$8.36K | 0.02% | 72 |
|
|
2018
Q3 | $19K | Hold |
366
| – | – | 0.01% | 94 |
|
|
2018
Q2 | $18K | Hold |
366
| – | – | 0.01% | 95 |
|
|
2018
Q1 | $18K | Sell |
366
-594
| -62% | -$29.2K | 0.01% | 99 |
|
|
2017
Q4 | $51K | Sell |
960
-960
| -50% | -$51K | 0.04% | 48 |
|
|
2017
Q3 | $100K | Buy |
1,920
+960
| +100% | +$50K | 0.04% | 38 |
|
|
2017
Q2 | $50K | Hold |
960
| – | – | 0.02% | 74 |
|
|
2017
Q1 | $49K | Buy |
960
+472
| +97% | +$24.1K | 0.02% | 75 |
|
|
2016
Q4 | $25K | Sell |
488
-637
| -57% | -$32.6K | 0.01% | 125 |
|
|
2016
Q3 | $48K | Sell |
1,125
-575
| -34% | -$24.5K | 0.02% | 120 |
|
|
2016
Q2 | $69K | Sell |
1,700
-96
| -5% | -$3.9K | 0.03% | 122 |
|
|
2016
Q1 | $73K | Sell |
1,796
-200
| -10% | -$8.13K | 0.05% | 151 |
|
|
2015
Q4 | $85K | Buy |
+1,996
| New | +$85K | 0.1% | 131 |
|
|
2013
Q3 | $49K | Buy |
+1,285
| New | +$49K | 0.13% | 118 |
|