Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,006
| Closed | -$375K | – | 99 |
|
|
2017
Q3 | $375K | Buy |
7,006
+38
| +0.5% | +$2.03K | 0.15% | 58 |
|
|
2017
Q2 | $362K | Buy |
6,968
+39
| +0.6% | +$2.03K | 0.16% | 53 |
|
|
2017
Q1 | $357K | Buy |
6,929
+38
| +0.6% | +$1.96K | 0.17% | 46 |
|
|
2016
Q4 | $354K | Buy |
+6,891
| New | +$354K | 0.19% | 43 |
|