BFA
BMS Financial Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $324K | Sell |
9,805
-4,396
| -31% | -$145K | 0.21% | 90 |
|
|
2023
Q1 | $512K | Buy |
14,201
+3,529
| +33% | +$127K | 0.35% | 67 |
|
|
2022
Q4 | $465K | Sell |
10,672
-1,358
| -11% | -$59.2K | 0.31% | 62 |
|
|
2022
Q3 | $485K | Buy |
12,030
+229
| +2% | +$9.23K | 0.34% | 61 |
|
|
2022
Q2 | $543K | Buy |
11,801
+326
| +3% | +$15K | 0.36% | 49 |
|
|
2022
Q1 | $610K | Buy |
11,475
+156
| +1% | +$8.29K | 0.39% | 52 |
|
|
2021
Q4 | $636K | Buy |
+11,319
| New | +$636K | 0.4% | 50 |
|