All Terrain Financial Advisors’s US Bancorp Series B Preferred Stock USB.PRH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$47K | – | 118 |
|
|
2020
Q4 | $47K | Buy |
1,000
+400
| +67% | +$9.47K | 0.02% | 97 |
|
|
2020
Q3 | $22K | Sell |
600
-900
| -60% | -$19.6K | 0.01% | 95 |
|
|
2020
Q2 | $55K | Sell |
1,500
-3,900
| -72% | -$76.7K | 0.02% | 94 |
|
|
2020
Q1 | $186K | Buy |
+5,400
| New | +$114K | 0.08% | 132 |
|
|
2019
Q4 | – | Sell |
-1,500
| Closed | -$83K | – | 238 |
|
|
2019
Q3 | $83K | Sell |
1,500
-1,800
| -55% | -$37.4K | 0.03% | 183 |
|
|
2019
Q2 | $47K | Sell |
3,300
-700
| -18% | -$13.7K | 0.02% | 189 |
|
|
2019
Q1 | $193K | Hold |
4,000
| – | – | 0.07% | 165 |
|
|
2018
Q4 | $183K | Hold |
4,000
| – | – | 0.07% | 146 |
|
|
2018
Q3 | $211K | Sell |
4,000
-500
| -11% | -$11.7K | 0.09% | 153 |
|
|
2018
Q2 | $225K | Buy |
4,500
+3,000
| +200% | +$68.9K | 0.1% | 143 |
|
|
2018
Q1 | $76K | Sell |
1,500
-3,500
| -70% | -$78.5K | 0.03% | 203 |
|
|
2017
Q4 | $268K | Buy |
+5,000
| New | +$115K | 0.12% | 128 |
|