Ancora Family Wealth Advisors’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$1.64M Buy
38,132
+2,075
+6% +$89K 0.56% 55
2016
Q2
$1.45M Buy
36,057
+138
+0.4% +$5.57K 0.55% 52
2016
Q1
$1.46M Buy
35,919
+5,883
+20% +$239K 0.59% 53
2015
Q4
$1.28M Sell
30,036
-2,093
-7% -$89.3K 0.55% 60
2015
Q3
$1.32M Buy
+32,129
New +$1.32M 0.55% 57