Arbor Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-114
| Closed | -$5K | – | 237 |
|
|
2019
Q1 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 162 |
|
|
2017
Q2 | – | Sell |
-37,901
| Closed | -$1.95M | – | 65 |
|
|
2017
Q1 | $1.95M | Sell |
37,901
-1,609
| -4% | -$82.7K | 1.71% | 25 |
|
|
2016
Q4 | $2.14K | Sell |
39,510
-990
| -2% | -$54 | 1.67% | 25 |
|
|
2016
Q3 | $1.74M | Sell |
40,500
-843
| -2% | -$36.1K | 1.48% | 29 |
|
|
2016
Q2 | $1.72M | Buy |
41,343
+472
| +1% | +$19.7K | 1.63% | 25 |
|
|
2016
Q1 | $1.71M | Buy |
40,871
+4,497
| +12% | +$188K | 1.77% | 22 |
|
|
2015
Q4 | $1.42M | Buy |
+36,374
| New | +$1.42M | 1.55% | 21 |
|