Catamount Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $36K | Buy |
750
+630
| +525% | +$30.2K | 0.02% | 97 |
|
|
2018
Q4 | $6K | Sell |
120
-880
| -88% | -$44K | ﹤0.01% | 154 |
|
|
2018
Q3 | $53K | Hold |
1,000
| – | – | 0.03% | 81 |
|
|
2018
Q2 | $53K | Sell |
1,000
-500
| -33% | -$26.5K | 0.03% | 76 |
|
|
2018
Q1 | $76K | Hold |
1,500
| – | – | 0.04% | 66 |
|
|
2017
Q4 | $80K | Sell |
1,500
-1,200
| -44% | -$64K | 0.04% | 63 |
|
|
2017
Q3 | $145K | Hold |
2,700
| – | – | 0.08% | 42 |
|
|
2017
Q2 | $140K | Sell |
2,700
-5,050
| -65% | -$262K | 0.09% | 48 |
|
|
2017
Q1 | $399K | Buy |
7,750
+7,481
| +2,781% | +$385K | 0.27% | 30 |
|
|
2016
Q4 | $14K | Buy |
269
+200
| +290% | +$10.4K | 0.01% | 113 |
|
|
2016
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 142 |
|
|
2015
Q4 | – | Sell |
-532
| Closed | -$22K | – | 163 |
|
|
2015
Q3 | $22K | Hold |
532
| – | – | 0.02% | 73 |
|
|
2015
Q2 | $23K | Hold |
532
| – | – | 0.02% | 88 |
|
|
2015
Q1 | $23K | Hold |
532
| – | – | 0.02% | 80 |
|
|
2014
Q4 | $24K | Buy |
+532
| New | +$24K | 0.02% | 65 |
|