Destiny Wealth Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,290
| Closed | -$56.3K | – | 623 |
|
|
2022
Q4 | $56.3K | Hold |
1,290
| – | – | 0.01% | 282 |
|
|
2022
Q3 | $52K | Hold |
1,290
| – | – | 0.01% | 276 |
|
|
2022
Q2 | $59K | Sell |
1,290
-62
| -5% | -$2.84K | 0.01% | 267 |
|
|
2022
Q1 | $72K | Sell |
1,352
-134
| -9% | -$7.14K | 0.01% | 281 |
|
|
2021
Q4 | $83K | Hold |
1,486
| – | – | 0.02% | 247 |
|
|
2021
Q3 | $88K | Buy |
+1,486
| New | +$88K | 0.02% | 221 |
|
|
2021
Q2 | – | Sell |
-1,486
| Closed | -$82K | – | 497 |
|
|
2021
Q1 | $82K | Hold |
1,486
| – | – | 0.02% | 217 |
|
|
2020
Q4 | $69K | Buy |
+1,486
| New | +$69K | 0.01% | 262 |
|