CWM

ClientFirst Wealth Management’s US Bancorp USB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-13,436	Closed	-$618K	–	27
2022 Q2	$618K	Hold	13,436	–	–	0.94%	14
2022 Q1	$714K	Hold	13,436	–	–	0.66%	16
2021 Q4	$762K	Buy	+13,436	New	+$762K	0.68%	15