Capital Advisors Inc’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,800
| Closed | -$525K | – | 195 |
|
|
2017
Q4 | $525K | Buy |
9,800
+141
| +1% | +$7.55K | 0.03% | 143 |
|
|
2017
Q3 | $518K | Sell |
9,659
-10
| -0.1% | -$536 | 0.03% | 135 |
|
|
2017
Q2 | $502K | Buy |
9,669
+10
| +0.1% | +$519 | 0.03% | 140 |
|
|
2017
Q1 | $497K | Buy |
9,659
+137
| +1% | +$7.05K | 0.03% | 135 |
|
|
2016
Q4 | $489K | Buy |
+9,522
| New | +$489K | 0.03% | 134 |
|
|
2015
Q2 | – | Sell |
-12,011
| Closed | -$525K | – | 134 |
|
|
2015
Q1 | $525K | Buy |
+12,011
| New | +$525K | 0.06% | 87 |
|