DWA
Dougherty Wealth Advisers’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-905
| Closed | -$32K | – | 154 |
|
|
2020
Q3 | $32K | Hold |
905
| – | – | 0.11% | 115 |
|
|
2020
Q2 | $33K | Hold |
905
| – | – | 0.12% | 120 |
|
|
2020
Q1 | $31K | Hold |
905
| – | – | 0.12% | 119 |
|
|
2019
Q4 | $54K | Hold |
905
| – | – | 0.17% | 100 |
|
|
2019
Q3 | $50K | Sell |
905
-2,832
| -76% | -$156K | 0.16% | 108 |
|
|
2019
Q2 | $196K | Buy |
3,737
+2,832
| +313% | +$149K | 0.55% | 40 |
|
|
2019
Q1 | $44K | Sell |
905
-1,632
| -64% | -$79.3K | 0.15% | 113 |
|
|
2018
Q4 | $129K | Buy |
+2,537
| New | +$129K | 0.42% | 48 |
|