ARS Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $333K | Sell |
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|
2019
Q3 | $357K | Sell |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $270K | Buy |
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|
2018
Q4 | $256K | Buy |
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|
2018
Q3 | $295K | Buy |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $282K | Buy |
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|
2017
Q4 | $299K | Buy |
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|
2017
Q3 | $299K | Buy |
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|
2017
Q2 | $289K | Sell |
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|
2017
Q1 | $291K | Buy |
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|
2016
Q4 | $286K | Buy |
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|
2016
Q3 | $206K | Sell |
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|
2016
Q2 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $205K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $209K | Hold |
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|
2015
Q1 | $210K | Hold |
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|
2014
Q4 | $216K | Hold |
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|
2014
Q3 | $201K | Hold |
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|
2014
Q2 | $208K | Hold |
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|
2014
Q1 | $206K | Buy |
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