AWAG
ARS Wealth Advisors Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,807
| Closed | -$221K | – | 167 |
|
|
2022
Q2 | $221K | Hold |
4,807
| – | – | 0.03% | 146 |
|
|
2022
Q1 | $255K | Hold |
4,807
| – | – | 0.04% | 112 |
|
|
2021
Q4 | $270K | Hold |
4,807
| – | – | 0.05% | 116 |
|
|
2021
Q3 | $286K | Buy |
+4,807
| New | +$286K | 0.05% | 109 |
|