BAM
Bruderman Asset Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-587
| Closed | -$28K | – | 540 |
|
|
2019
Q1 | $28K | Buy |
587
+5
| +0.9% | +$239 | 0.01% | 333 |
|
|
2018
Q4 | $27K | Buy |
582
+4
| +0.7% | +$186 | 0.01% | 309 |
|
|
2018
Q3 | $31K | Buy |
578
+3
| +0.5% | +$161 | 0.01% | 234 |
|
|
2018
Q2 | $29K | Hold |
575
| – | – | 0.01% | 247 |
|
|
2018
Q1 | $29K | Buy |
+575
| New | +$29K | 0.01% | 249 |
|
|
2017
Q3 | – | Sell |
-575
| Closed | -$30K | – | 308 |
|
|
2017
Q2 | $30K | Buy |
+575
| New | +$30K | 0.01% | 252 |
|
|
2017
Q1 | – | Sell |
-575
| Closed | -$30K | – | 307 |
|
|
2016
Q4 | $30K | Hold |
575
| – | – | 0.01% | 253 |
|
|
2016
Q3 | $25K | Hold |
575
| – | – | 0.01% | 268 |
|
|
2016
Q2 | $23K | Hold |
575
| – | – | 0.01% | 258 |
|
|
2016
Q1 | $23K | Hold |
575
| – | – | 0.01% | 257 |
|
|
2015
Q4 | $25K | Hold |
575
| – | – | 0.01% | 268 |
|
|
2015
Q3 | $24K | Hold |
575
| – | – | 0.01% | 265 |
|
|
2015
Q2 | $25K | Hold |
575
| – | – | 0.01% | 283 |
|
|
2015
Q1 | $25K | Buy |
+575
| New | +$25K | 0.01% | 277 |
|