Berman Capital Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $401K | Buy |
6,767
+1,547
| +30% | +$91.7K | 0.06% | 160 |
|
|
2021
Q2 | $297K | Buy |
5,220
+779
| +18% | +$44.3K | 0.05% | 180 |
|
|
2021
Q1 | $244K | Buy |
4,441
+648
| +17% | +$35.6K | 0.05% | 170 |
|
|
2020
Q4 | $175K | Buy |
3,793
+92
| +2% | +$4.25K | 0.04% | 184 |
|
|
2020
Q3 | $131K | Buy |
3,701
+2,384
| +181% | +$84.4K | 0.04% | 194 |
|
|
2020
Q2 | $48K | Sell |
1,317
-926
| -41% | -$33.7K | 0.01% | 335 |
|
|
2020
Q1 | $76K | Buy |
2,243
+790
| +54% | +$26.8K | 0.02% | 235 |
|
|
2019
Q4 | $86K | Buy |
1,453
+2
| +0.1% | +$118 | 0.02% | 245 |
|
|
2019
Q3 | $80K | Buy |
1,451
+86
| +6% | +$4.74K | 0.02% | 244 |
|
|
2019
Q2 | $71K | Buy |
1,365
+380
| +39% | +$19.8K | 0.02% | 254 |
|
|
2019
Q1 | $47K | Sell |
985
-1,024
| -51% | -$48.9K | 0.02% | 282 |
|
|
2018
Q4 | $91K | Buy |
+2,009
| New | +$91K | 0.04% | 188 |
|
|
2018
Q3 | – | Sell |
-5,714
| Closed | -$286K | – | 125 |
|
|
2018
Q2 | $286K | Sell |
5,714
-113
| -2% | -$5.66K | 0.1% | 86 |
|
|
2018
Q1 | $295K | Buy |
5,827
+1,120
| +24% | +$56.7K | 0.11% | 80 |
|
|
2017
Q4 | $252K | Buy |
+4,707
| New | +$252K | 0.08% | 87 |
|