BI
Berkeley Inc’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,823
| Closed | -$603K | – | 79 |
|
|
2022
Q4 | $603K | Buy |
13,823
+390
| +3% | +$17K | 0.46% | 47 |
|
|
2022
Q3 | $542K | Buy |
13,433
+110
| +0.8% | +$4.44K | 0.46% | 47 |
|
|
2022
Q2 | $613K | Buy |
13,323
+94
| +0.7% | +$4.33K | 0.49% | 43 |
|
|
2022
Q1 | $703K | Buy |
13,229
+83
| +0.6% | +$4.41K | 0.49% | 50 |
|
|
2021
Q4 | $738K | Sell |
13,146
-468
| -3% | -$26.3K | 0.49% | 52 |
|
|
2021
Q3 | $809K | Buy |
13,614
+81
| +0.6% | +$4.81K | 0.6% | 45 |
|
|
2021
Q2 | $771K | Buy |
13,533
+85
| +0.6% | +$4.84K | 0.55% | 46 |
|
|
2021
Q1 | $744K | Buy |
13,448
+294
| +2% | +$16.3K | 0.55% | 46 |
|
|
2020
Q4 | $613K | Buy |
+13,154
| New | +$613K | 0.5% | 49 |
|