CPA
Clear Perspective Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,332
| Closed | -$375K | – | 132 |
|
|
2019
Q4 | $375K | Sell |
6,332
-11,948
| -65% | -$708K | 0.23% | 94 |
|
|
2019
Q3 | $985K | Buy |
18,280
+9,140
| +100% | +$493K | 0.45% | 51 |
|
|
2019
Q2 | $479K | Buy |
9,140
+40
| +0.4% | +$2.1K | 0.31% | 81 |
|
|
2019
Q1 | $458K | Hold |
9,100
| – | – | 0.32% | 84 |
|
|
2018
Q4 | $416K | Buy |
9,100
+3,100
| +52% | +$142K | 0.35% | 86 |
|
|
2018
Q3 | $317K | Hold |
6,000
| – | – | 0.24% | 113 |
|
|
2018
Q2 | $300K | Hold |
6,000
| – | – | 0.21% | 113 |
|
|
2018
Q1 | $303K | Hold |
6,000
| – | – | 0.23% | 104 |
|
|
2017
Q4 | $321K | Hold |
6,000
| – | – | 0.25% | 102 |
|
|
2017
Q3 | $322K | Hold |
6,000
| – | – | 0.26% | 99 |
|
|
2017
Q2 | $312K | Hold |
6,000
| – | – | 0.26% | 94 |
|
|
2017
Q1 | $309K | Hold |
6,000
| – | – | 0.2% | 93 |
|
|
2016
Q4 | $308K | Buy |
+6,000
| New | +$308K | 0.2% | 101 |
|