Dougherty Wealth Advisers’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$32K Hold
2020
Q2
$33K Hold
2020
Q1
$31K Hold
2019
Q4
$54K Hold
2019
Q3
$50K Sell
2019
Q2
$196K Buy
2019
Q1
$44K Sell
2018
Q4
$129K Buy