CW
Connectus Wealth’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37,207
| Closed | -$1.34M | – | 480 |
|
|
2023
Q1 | $1.34M | Sell |
37,207
-20,509
| -36% | -$739K | 0.03% | 259 |
|
|
2022
Q4 | $2.52M | Sell |
57,716
-143
| -0.2% | -$6.24K | 0.06% | 192 |
|
|
2022
Q3 | $2.33M | Sell |
57,859
-480,762
| -89% | -$19.4M | 0.05% | 251 |
|
|
2022
Q2 | $24.8M | Buy |
538,621
+28,240
| +6% | +$1.3M | 0.57% | 51 |
|
|
2022
Q1 | $28.7M | Sell |
510,381
-18,086
| -3% | -$1.02M | 0.91% | 30 |
|
|
2021
Q4 | $29.7M | Buy |
+528,467
| New | +$29.7M | 1.15% | 24 |
|