Congress Park Capital’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,100
| Closed | -$302K | – | 102 |
|
|
2019
Q4 | $302K | Hold |
5,100
| – | – | 0.22% | 79 |
|
|
2019
Q3 | $282K | Hold |
5,100
| – | – | 0.24% | 74 |
|
|
2019
Q2 | $293K | Hold |
5,100
| – | – | 0.23% | 77 |
|
|
2019
Q1 | $246K | Hold |
5,100
| – | – | 0.21% | 79 |
|
|
2018
Q4 | $233K | Hold |
5,100
| – | – | 0.26% | 76 |
|
|
2018
Q3 | $269K | Hold |
5,100
| – | – | 0.24% | 88 |
|
|
2018
Q2 | $255K | Hold |
5,100
| – | – | 0.24% | 86 |
|
|
2018
Q1 | $258K | Sell |
5,100
-3,150
| -38% | -$159K | 0.27% | 81 |
|
|
2017
Q4 | $442K | Buy |
+8,250
| New | +$442K | 0.45% | 64 |
|