Concert Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $749K | Sell |
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|
2016
Q4 | $1.24M | Sell |
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|
2016
Q3 | $1.97M | Buy |
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|
2016
Q2 | $1.81M | Sell |
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|
2016
Q1 | $1.85M | Sell |
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|
2015
Q4 | $1.96M | Buy |
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|
2015
Q3 | $1.83M | Buy |
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|
2015
Q2 | $1.84M | Sell |
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|
2015
Q1 | $1.6M | Buy |
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|
2014
Q4 | $1.89M | Buy |
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|
2014
Q3 | $470K | Sell |
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|
2014
Q2 | $478K | Sell |
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|
2014
Q1 | $493K | Buy |
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|
2013
Q4 | $249K | Sell |
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|
2013
Q3 | $226K | Sell |
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|
2013
Q2 | $227K | Buy |
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