DPA
Delphi Private Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-487
| Closed | -$20K | – | 107 |
|
|
2017
Q2 | $20K | Buy |
+487
| New | +$20K | 0.04% | 73 |
|
|
2017
Q1 | – | Sell |
-176
| Closed | -$9K | – | 287 |
|
|
2016
Q4 | $9K | Hold |
176
| – | – | 0.02% | 111 |
|
|
2016
Q3 | $8K | Sell |
176
-307
| -64% | -$14K | 0.01% | 129 |
|
|
2016
Q2 | $19K | Sell |
483
-4
| -0.8% | -$157 | 0.03% | 95 |
|
|
2016
Q1 | $20K | Sell |
487
-130
| -21% | -$5.34K | 0.04% | 97 |
|
|
2015
Q4 | $26K | Buy |
+617
| New | +$26K | 0.04% | 88 |
|