Bernardo Wealth Planning’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,681
| Closed | -$209K | – | 160 |
|
|
2020
Q2 | $209K | Sell |
5,681
-686
| -11% | -$25.2K | 0.11% | 131 |
|
|
2020
Q1 | $219K | Sell |
6,367
-153
| -2% | -$5.26K | 0.15% | 121 |
|
|
2019
Q4 | $386K | Buy |
6,520
+36
| +0.6% | +$2.13K | 0.23% | 106 |
|
|
2019
Q3 | $358K | Sell |
6,484
-436
| -6% | -$24.1K | 0.26% | 106 |
|
|
2019
Q2 | $363K | Sell |
6,920
-386
| -5% | -$20.2K | 0.28% | 97 |
|
|
2019
Q1 | $352K | Buy |
7,306
+137
| +2% | +$6.6K | 0.28% | 99 |
|
|
2018
Q4 | $328K | Buy |
+7,169
| New | +$328K | 0.29% | 93 |
|