Biltmore Family Office’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,451
| Closed | -$325K | – | 220 |
|
|
2019
Q4 | $325K | Buy |
5,451
+509
| +10% | +$30.3K | 0.13% | 133 |
|
|
2019
Q3 | $276K | Buy |
+4,942
| New | +$276K | 0.12% | 135 |
|
|
2018
Q2 | – | Sell |
-5,532
| Closed | -$281K | – | 156 |
|
|
2018
Q1 | $281K | Buy |
+5,532
| New | +$281K | 0.12% | 134 |
|