Catamount Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $36K | Buy |
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|
2018
Q4 | $6K | Sell |
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|
2018
Q3 | $53K | Hold |
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|
2018
Q2 | $53K | Sell |
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|
2018
Q1 | $76K | Hold |
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|
2017
Q4 | $80K | Sell |
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|
2017
Q3 | $145K | Hold |
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|
2017
Q2 | $140K | Sell |
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|
2017
Q1 | $399K | Buy |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | $3K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $22K | Hold |
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|
2015
Q2 | $23K | Hold |
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|
2015
Q1 | $23K | Hold |
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|
2014
Q4 | $24K | Buy |
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