Epstein & White Financial’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,990	Closed	-$245K	–	83
2020 Q1	$245K	Sell	6,990 -120	-2%	-$4.21K	0.1%	58
2019 Q4	$425K	Buy	7,110 +262	+4%	+$15.7K	0.19%	45
2019 Q3	$380K	Buy	+6,848	New	+$380K	0.19%	50