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Castleview Partners’s US Bancorp USB Stock Holding History

Castleview Partners’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-62
Closed -$2.46K – 907
2024
Q2 		$2.46K Buy
62
+39
+170% +$1.59K ﹤0.01% 715
2024
Q1 		$1.03K Hold
23
– – ﹤0.01% 795
2023
Q4 		$995 Buy
+23
New +$841 ﹤0.01% 769
2023
Q3 		– Sell
-24
Closed -$793 – 765
2023
Q2 		$793 Buy
24
+1
+4% +$32 ﹤0.01% 646
2023
Q1 		$829 Sell
23
-8
-26% -$356 ﹤0.01% 623
2022
Q4 		$1.35K Buy
31
+18
+138% +$770 ﹤0.01% 535
2022
Q3 		$1K Sell
13
-467
-97% -$21.6K ﹤0.01% 601
2022
Q2 		$9.82K Buy
480
+80
+20% +$3.99K 0.01% 457
2022
Q1 		$21K Buy
+400
New +$23K 0.01% 427
2021
Q2 		$23K Buy
+400
New +$23.5K 0.01% 536

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