Clearview Wealth 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
Q3 | – | Sell |
-769
| Closed | -$25.4K | – | 614 |
|
|
2023
Q2 | $25.4K | Hold |
769
| – | – | 0.03% | 248 |
|
|
2023
Q1 | $27.7K | Sell |
769
-11
| -1% | -$397 | 0.03% | 239 |
|
|
2022
Q4 | $34K | Sell |
780
-262
| -25% | -$11.4K | 0.03% | 191 |
|
|
2022
Q3 | $42K | Sell |
1,042
-157
| -13% | -$6.33K | 0.03% | 185 |
|
|
2022
Q2 | $55K | Sell |
1,199
-84
| -7% | -$3.85K | 0.04% | 175 |
|
|
2022
Q1 | $68K | Sell |
1,283
-38
| -3% | -$2.01K | 0.04% | 173 |
|
|
2021
Q4 | $74K | Sell |
1,321
-1,653
| -56% | -$92.6K | 0.05% | 192 |
|
|
2021
Q3 | $177K | Sell |
2,974
-706
| -19% | -$42K | 0.11% | 120 |
|
|
2021
Q2 | $210K | Buy |
3,680
+912
| +33% | +$52K | 0.13% | 114 |
|
|
2021
Q1 | $153K | Buy |
2,768
+250
| +10% | +$13.8K | 0.1% | 125 |
|
|
2020
Q4 | $117K | Buy |
+2,518
| New | +$117K | 0.08% | 128 |
|