Charter Oak Capital Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,834
| Closed | -$84K | – | 846 |
|
|
2022
Q2 | $84K | Hold |
1,834
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $97K | Hold |
1,834
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $103K | Hold |
1,834
| – | – | 0.01% | 252 |
|
|
2021
Q3 | $109K | Hold |
1,834
| – | – | 0.01% | 230 |
|
|
2021
Q2 | $104K | Hold |
1,834
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $101K | Hold |
1,834
| – | – | 0.01% | 238 |
|
|
2020
Q4 | $85K | Buy |
+1,834
| New | +$85K | 0.01% | 242 |
|