Capital Wealth Planning’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,035
| Closed | -$227K | – | 239 |
|
|
2019
Q3 | $227K | Buy |
+4,035
| New | +$227K | 0.01% | 225 |
|
|
2014
Q4 | – | Sell |
-6,400
| Closed | -$268K | – | 126 |
|
|
2014
Q3 | $268K | Hold |
6,400
| – | – | 0.11% | 97 |
|
|
2014
Q2 | $277K | Sell |
6,400
-12,100
| -65% | -$524K | 0.1% | 104 |
|
|
2014
Q1 | $793K | Buy |
+18,500
| New | +$793K | 0.34% | 51 |
|
|
2013
Q4 | – | Sell |
-18,500
| Closed | -$677K | – | 122 |
|
|
2013
Q3 | $677K | Buy |
+18,500
| New | +$677K | 0.3% | 54 |
|