Brandywine Oak Private Wealth’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,375
| Closed | -$254K | – | 267 |
|
|
2020
Q1 | $254K | Buy |
7,375
+473
| +7% | +$16.3K | 0.05% | 185 |
|
|
2019
Q4 | $409K | Hold |
6,902
| – | – | 0.07% | 137 |
|
|
2019
Q3 | $381K | Hold |
6,902
| – | – | 0.07% | 135 |
|
|
2019
Q2 | $361K | Hold |
6,902
| – | – | 0.07% | 141 |
|
|
2019
Q1 | $332K | Hold |
6,902
| – | – | 0.07% | 144 |
|
|
2018
Q4 | $315K | Buy |
+6,902
| New | +$315K | 0.07% | 138 |
|