Childress Capital Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,214
| Closed | -$227K | – | 173 |
|
2022
Q4 | $227K | Buy |
5,214
+11
| +0.2% | +$480 | 0.08% | 164 |
|
2022
Q3 | $210K | Buy |
5,203
+710
| +16% | +$28.7K | 0.08% | 160 |
|
2022
Q2 | $207K | Buy |
+4,493
| New | +$207K | 0.08% | 158 |
|
2021
Q1 | – | Sell |
-904
| Closed | -$42K | – | 916 |
|
2020
Q4 | $42K | Buy |
+904
| New | +$42K | 0.02% | 241 |
|