Cascadia Advisory Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $298K | Sell |
5,020
-27
| -0.5% | -$1.6K | 0.06% | 211 |
|
2021
Q2 | $288K | Hold |
5,047
| – | – | 0.06% | 205 |
|
2021
Q1 | $279K | Buy |
+5,047
| New | +$279K | 0.06% | 202 |
|
2020
Q3 | – | Sell |
-5,574
| Closed | -$205K | – | 219 |
|
2020
Q2 | $205K | Buy |
+5,574
| New | +$205K | 0.06% | 161 |
|
2019
Q4 | $225K | Buy |
+3,801
| New | +$225K | 0.06% | 224 |
|