Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-23,250
| Closed | -$1.05M | – | 72 |
|
|
2014
Q4 | $1.05M | Buy |
23,250
+21,013
| +939% | +$944K | 1% | 20 |
|
|
2014
Q3 | $94K | Hold |
2,237
| – | – | 0.08% | 88 |
|
|
2014
Q2 | $97K | Hold |
2,237
| – | – | 0.1% | 75 |
|
|
2014
Q1 | $96K | Sell |
2,237
-10,030
| -82% | -$430K | 0.08% | 85 |
|
|
2013
Q4 | $496K | Buy |
12,267
+10,030
| +448% | +$406K | 0.36% | 49 |
|
|
2013
Q3 | $82K | Sell |
2,237
-3,724
| -62% | -$137K | 0.07% | 134 |
|
|
2013
Q2 | $215K | Buy |
+5,961
| New | +$215K | 0.32% | 41 |
|