Evolution Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-58
| Closed | -$3K | – | 608 |
|
|
2021
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 632 |
|
|
2021
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 609 |
|
|
2021
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $3K | Sell |
58
-208
| -78% | -$10.8K | ﹤0.01% | 544 |
|
|
2020
Q3 | $10K | Hold |
266
| – | – | ﹤0.01% | 358 |
|
|
2020
Q2 | $10K | Sell |
266
-62
| -19% | -$2.33K | ﹤0.01% | 294 |
|
|
2020
Q1 | $11K | Buy |
328
+129
| +65% | +$4.33K | ﹤0.01% | 205 |
|
|
2019
Q4 | $12K | Sell |
199
-129
| -39% | -$7.78K | ﹤0.01% | 274 |
|
|
2019
Q3 | $18K | Buy |
328
+115
| +54% | +$6.31K | 0.01% | 109 |
|
|
2019
Q2 | $11K | Buy |
+213
| New | +$11K | ﹤0.01% | 168 |
|