Bridgeworth’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 |
-6,887
| Closed | -$254K | – | 130 |
|
|
2020
Q2 | $254K | Buy |
+6,887
| New | +$254K | 0.1% | 101 |
|
|
2020
Q1 | – | Sell |
-4,045
| Closed | -$240K | – | 141 |
|
|
2019
Q4 | $240K | Sell |
4,045
-265
| -6% | -$15.7K | 0.09% | 114 |
|
|
2019
Q3 | $239K | Buy |
+4,310
| New | +$239K | 0.09% | 109 |
|
|
2018
Q3 | – | Sell |
-1,294
| Closed | -$64K | – | 523 |
|
|
2018
Q2 | $64K | Buy |
+1,294
| New | +$64K | 0.03% | 252 |
|