Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-50
| Closed | -$3K | – | 550 |
|
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 433 |
|
|
2016
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 420 |
|
|
2016
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 436 |
|
|
2016
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 410 |
|
|
2016
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 389 |
|
|
2015
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 400 |
|
|
2015
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 399 |
|
|
2015
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 393 |
|
|
2015
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 387 |
|
|
2014
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 390 |
|
|
2014
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 380 |
|
|
2014
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 357 |
|
|
2014
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 369 |
|
|
2013
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 327 |
|
|
2013
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 304 |
|
|
2013
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 291 |
|