Disciplined Investments’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-74
| Closed | -$2.45K | – | 1471 |
|
2023
Q2 | $2.45K | Sell |
74
-17
| -19% | -$562 | ﹤0.01% | 583 |
|
2023
Q1 | $3.28K | Buy |
91
+21
| +30% | +$757 | ﹤0.01% | 508 |
|
2022
Q4 | $3.05K | Buy |
70
+21
| +43% | +$916 | ﹤0.01% | 494 |
|
2022
Q3 | $2K | Sell |
49
-388
| -89% | -$15.8K | ﹤0.01% | 733 |
|
2022
Q2 | $20K | Buy |
437
+366
| +515% | +$16.8K | 0.01% | 318 |
|
2022
Q1 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 524 |
|