Destination Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-186
| Closed | -$9K | – | 749 |
|
|
2019
Q1 | $9K | Buy |
+186
| New | +$9K | ﹤0.01% | 499 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$2K | – | 701 |
|
|
2018
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 594 |
|
|
2018
Q2 | – | Sell |
-333
| Closed | -$3K | – | 649 |
|
|
2018
Q1 | $3K | Buy |
+333
| New | +$3K | ﹤0.01% | 491 |
|
|
2015
Q3 | – | Sell |
-31,928
| Closed | -$1.39M | – | 218 |
|
|
2015
Q2 | $1.39M | Buy |
+31,928
| New | +$1.39M | 0.09% | 120 |
|