Beacon Pointe Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.05M | Buy |
17,643
+5,109
| +41% | +$303K | 0.19% | 99 |
|
|
2019
Q3 | $693K | Sell |
12,534
-7,261
| -37% | -$401K | 0.15% | 127 |
|
|
2019
Q2 | $1.04M | Hold |
19,795
| – | – | 0.22% | 97 |
|
|
2019
Q1 | $954K | Buy |
19,795
+220
| +1% | +$10.6K | 0.22% | 97 |
|
|
2018
Q4 | $895K | Buy |
+19,575
| New | +$895K | 0.32% | 79 |
|