Cobiz Wealth’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $722K | Sell |
|
|||||
|
2019
Q1 | $693K | Sell |
|
|||||
|
2018
Q4 | $742K | Sell |
|
|||||
|
2018
Q3 | $914K | Sell |
|
|||||
|
2018
Q2 | $885K | Sell |
|
|||||
|
2018
Q1 | $1.01M | Sell |
|
|||||
|
2017
Q4 | $1.22M | Sell |
|
|||||
|
2017
Q3 | $1.3M | Sell |
|
|||||
|
2017
Q2 | $1.28M | Sell |
|
|||||
|
2017
Q1 | $1.32M | Sell |
|
|||||
|
2016
Q4 | $1.53M | Sell |
|
|||||
|
2016
Q3 | $1.35M | Sell |
|
|||||
|
2016
Q2 | $1.32M | Sell |
|
|||||
|
2016
Q1 | $1.49M | Sell |
|
|||||
|
2015
Q4 | $1.61M | Sell |
|
|||||
|
2015
Q3 | $1.55M | Hold |
|
|||||
|
2015
Q2 | $1.64M | Sell |
|
|||||
|
2015
Q1 | $1.68M | Sell |
|
|||||
|
2014
Q4 | $1.77M | Sell |
|
|||||
|
2014
Q3 | $1.65M | Sell |
|
|||||
|
2014
Q2 | $1.72M | Sell |
|
|||||
|
2014
Q1 | $1.76M | Sell |
|
|||||
|
2013
Q4 | $1.8M | Buy |
|
|||||
|
2013
Q3 | $1.62M | Sell |
|
|||||
|
2013
Q2 | $1.8M | Buy |
|