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CFM Wealth Partners’s US Bancorp USB Stock Holding History

CFM Wealth Partners’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,346
Closed -$49K – 432
2020
Q2 		$49K Sell
1,346
-872
-39% -$31.7K 0.02% 285
2020
Q1 		$76K Hold
2,218
– – 0.04% 224
2019
Q4 		$122K Buy
+2,218
New +$122K 0.05% 187