CWM

C2C Wealth Management’s US Bancorp USB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,444	Closed	-$211K	–	189
2022 Q2	$211K	Hold	4,444	–	–	0.04%	172
2022 Q1	$237K	Sell	4,444 -14	-0.3%	-$747	0.04%	179
2021 Q4	$250K	Buy	+4,458	New	+$250K	0.04%	190