Asset Planning Services (Pennsylvania)’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-406
| Closed | -$21K | – | 284 |
|
|
2018
Q1 | $21K | Sell |
406
-630
| -61% | -$32.6K | 0.01% | 167 |
|
|
2017
Q4 | $56K | Sell |
1,036
-193
| -16% | -$10.4K | 0.03% | 128 |
|
|
2017
Q3 | $66K | Sell |
1,229
-96
| -7% | -$5.16K | 0.04% | 125 |
|
|
2017
Q2 | $69K | Sell |
1,325
-295
| -18% | -$15.4K | 0.04% | 118 |
|
|
2017
Q1 | $83K | Hold |
1,620
| – | – | 0.06% | 118 |
|
|
2016
Q4 | $83K | Hold |
1,620
| – | – | 0.07% | 102 |
|
|
2016
Q3 | $70K | Hold |
1,620
| – | – | 0.06% | 109 |
|
|
2016
Q2 | $65K | Buy |
1,620
+10
| +0.6% | +$401 | 0.06% | 123 |
|
|
2016
Q1 | $65K | Buy |
1,610
+10
| +0.6% | +$404 | 0.06% | 123 |
|
|
2015
Q4 | $68K | Buy |
+1,600
| New | +$68K | 0.07% | 91 |
|