Capital Directions Investment Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-363
| Closed | -$22K | – | 219 |
|
|
2021
Q3 | $22K | Buy |
+363
| New | +$22K | 0.01% | 190 |
|
|
2021
Q1 | – | Sell |
-4,176
| Closed | -$195K | – | 345 |
|
|
2020
Q4 | $195K | Hold |
4,176
| – | – | 0.07% | 59 |
|
|
2020
Q3 | $150K | Hold |
4,176
| – | – | 0.06% | 63 |
|
|
2020
Q2 | $154K | Hold |
4,176
| – | – | 0.06% | 61 |
|
|
2020
Q1 | $144K | Hold |
4,176
| – | – | 0.06% | 64 |
|
|
2019
Q4 | $248K | Hold |
4,176
| – | – | 0.08% | 61 |
|
|
2019
Q3 | $231K | Buy |
+4,176
| New | +$231K | 0.08% | 59 |
|