D. Scott Neal’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$50K | – | 60 |
|
|
2018
Q2 | $50K | Hold |
1,000
| – | – | 0.03% | 59 |
|
|
2018
Q1 | $51K | Hold |
1,000
| – | – | 0.03% | 76 |
|
|
2017
Q4 | $54K | Sell |
1,000
-6,559
| -87% | -$354K | 0.03% | 80 |
|
|
2017
Q3 | $405K | Buy |
7,559
+35
| +0.5% | +$1.88K | 0.24% | 28 |
|
|
2017
Q2 | $391K | Buy |
7,524
+36
| +0.5% | +$1.87K | 0.27% | 29 |
|
|
2017
Q1 | $386K | Buy |
7,488
+36
| +0.5% | +$1.86K | 0.25% | 29 |
|
|
2016
Q4 | $383K | Sell |
7,452
-58
| -0.8% | -$2.98K | 0.27% | 25 |
|
|
2016
Q3 | $322K | Sell |
7,510
-80
| -1% | -$3.43K | 0.25% | 23 |
|
|
2016
Q2 | $306K | Buy |
7,590
+41
| +0.5% | +$1.65K | 0.27% | 24 |
|
|
2016
Q1 | $306K | Buy |
7,549
+42
| +0.6% | +$1.7K | 0.29% | 25 |
|
|
2015
Q4 | $320K | Buy |
7,507
+40
| +0.5% | +$1.71K | 0.25% | 25 |
|
|
2015
Q3 | $306K | Sell |
7,467
-163
| -2% | -$6.68K | 0.26% | 28 |
|
|
2015
Q2 | $331K | Buy |
7,630
+38
| +0.5% | +$1.65K | 0.23% | 30 |
|
|
2015
Q1 | $332K | Buy |
7,592
+39
| +0.5% | +$1.71K | 0.24% | 28 |
|
|
2014
Q4 | $340K | Sell |
7,553
-58
| -0.8% | -$2.61K | 0.24% | 29 |
|
|
2014
Q3 | $318K | Buy |
7,611
+1,037
| +16% | +$43.3K | 0.25% | 29 |
|
|
2014
Q2 | $285K | Buy |
6,574
+37
| +0.6% | +$1.6K | 0.22% | 31 |
|
|
2014
Q1 | $280K | Buy |
6,537
+36
| +0.6% | +$1.54K | 0.24% | 37 |
|
|
2013
Q4 | $263K | Buy |
+6,501
| New | +$263K | 0.24% | 32 |
|