Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-670
| Closed | -$38K | – | 312 |
|
|
2021
Q4 | $38K | Buy |
+670
| New | +$38K | 0.02% | 204 |
|
|
2021
Q2 | $22K | Buy |
386
+12
| +3% | +$684 | 0.01% | 213 |
|
|
2021
Q1 | $21K | Buy |
+374
| New | +$21K | 0.01% | 212 |
|
|
2020
Q3 | $15K | Hold |
403
| – | – | 0.01% | 173 |
|
|
2020
Q2 | $15K | Buy |
403
+362
| +883% | +$13.5K | 0.01% | 173 |
|
|
2020
Q1 | $2.07K | Buy |
+41
| New | +$2.07K | ﹤0.01% | 257 |
|
|
2018
Q3 | – | Sell |
-41
| Closed | -$2.05K | – | 305 |
|
|
2018
Q2 | $2.05K | Hold |
41
| – | – | ﹤0.01% | 255 |
|
|
2018
Q1 | $2.07K | Buy |
+41
| New | +$2.07K | ﹤0.01% | 257 |
|