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Confluence Wealth Services’s US Bancorp USB Stock Holding History

Confluence Wealth Services’s Portfolio USB Stock Details USB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,116
Closed -$243K – 370
2024
Q2 		$243K Buy
+6,116
New +$243K 0.02% 334
2022
Q1 		– Sell
-1,161
Closed -$65K – 1107
2021
Q4 		$65K Buy
+1,161
New +$65K 0.02% 411