CSat Investment Advisory’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $11K | Buy |
204
+1
| +0.5% | +$54 | 0.01% | 444 |
|
2020
Q4 | $9K | Sell |
203
-3,914
| -95% | -$174K | 0.01% | 440 |
|
2020
Q3 | $148K | Sell |
4,117
-6,821
| -62% | -$245K | 0.01% | 336 |
|
2020
Q2 | $403K | Sell |
10,938
-48
| -0.4% | -$1.77K | 0.05% | 201 |
|
2020
Q1 | $379K | Buy |
10,986
+438
| +4% | +$15.1K | 0.08% | 170 |
|
2019
Q4 | $626K | Buy |
10,548
+465
| +5% | +$27.6K | 0.16% | 108 |
|
2019
Q3 | $558K | Sell |
10,083
-21
| -0.2% | -$1.16K | 0.18% | 102 |
|
2019
Q2 | $529K | Buy |
10,104
+2,468
| +32% | +$129K | 0.19% | 97 |
|
2019
Q1 | $368K | Buy |
7,636
+399
| +6% | +$19.2K | 0.19% | 90 |
|
2018
Q4 | $331K | Sell |
7,237
-7,721
| -52% | -$353K | 0.2% | 87 |
|
2018
Q3 | $790K | Buy |
14,958
+1,009
| +7% | +$53.3K | 0.45% | 60 |
|
2018
Q2 | $698K | Buy |
+13,949
| New | +$698K | 0.37% | 66 |
|