Confluence 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $2.5M | Buy |
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2020
Q2 | $1.52M | Hold |
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2020
Q1 | $1.43M | Sell |
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2019
Q4 | $2.64M | Sell |
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2019
Q3 | $2.5M | Sell |
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2019
Q2 | $2.44M | Hold |
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2019
Q1 | $2.25M | Sell |
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2018
Q4 | $2.14M | Sell |
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2018
Q3 | $2.7M | Buy |
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2018
Q2 | $2.55M | Sell |
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2018
Q1 | $2.63M | Buy |
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2017
Q4 | $2.79M | Hold |
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2017
Q3 | $2.79M | Sell |
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2017
Q2 | $2.77M | Buy |
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2017
Q1 | $2.69M | Hold |
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2016
Q4 | $2.69M | Buy |
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2016
Q3 | $1.91M | Sell |
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2016
Q2 | $1.81M | Hold |
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2016
Q1 | $1.82M | Sell |
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2015
Q4 | $1.93M | Sell |
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2015
Q3 | $1.9M | Sell |
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2015
Q2 | $2.24M | Buy |
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2015
Q1 | $1.31M | Sell |
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2014
Q4 | $1.4M | Buy |
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2014
Q3 | $1.3M | Sell |
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2014
Q2 | $1.37M | Buy |
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2014
Q1 | $1.24M | Buy |
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