Braver Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-68,565
| Closed | -$2.78M | – | 156 |
|
|
2016
Q1 | $2.78M | Buy |
68,565
+4,444
| +7% | +$180K | 0.46% | 59 |
|
|
2015
Q4 | $2.74M | Buy |
64,121
+3,769
| +6% | +$161K | 0.56% | 48 |
|
|
2015
Q3 | $2.48M | Buy |
60,352
+12,659
| +27% | +$519K | 0.61% | 48 |
|
|
2015
Q2 | $2.07M | Buy |
47,693
+211
| +0.4% | +$9.16K | 0.5% | 46 |
|
|
2015
Q1 | $2.07M | Sell |
47,482
-491
| -1% | -$21.4K | 0.43% | 46 |
|
|
2014
Q4 | $2.16M | Buy |
47,973
+11,836
| +33% | +$532K | 0.44% | 38 |
|
|
2014
Q3 | $1.51M | Buy |
36,137
+107
| +0.3% | +$4.48K | 0.46% | 35 |
|
|
2014
Q2 | $1.56M | Buy |
36,030
+183
| +0.5% | +$7.93K | 0.4% | 41 |
|
|
2014
Q1 | $1.54M | Sell |
35,847
-522
| -1% | -$22.4K | 0.44% | 37 |
|
|
2013
Q4 | $1.47M | Sell |
36,369
-294
| -0.8% | -$11.9K | 0.51% | 38 |
|
|
2013
Q3 | $1.34M | Buy |
+36,663
| New | +$1.34M | 0.46% | 42 |
|