FirstPurpose Wealth’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,758
| Closed | -$388K | – | 207 |
|
|
2023
Q1 | $388K | Buy |
10,758
+1,719
| +19% | +$62K | 0.19% | 96 |
|
|
2022
Q4 | $394K | Buy |
9,039
+2,696
| +43% | +$118K | 0.22% | 88 |
|
|
2022
Q3 | $256K | Buy |
6,343
+591
| +10% | +$23.9K | 0.17% | 112 |
|
|
2022
Q2 | $265K | Buy |
5,752
+731
| +15% | +$33.7K | 0.18% | 103 |
|
|
2022
Q1 | $267K | Buy |
5,021
+877
| +21% | +$46.6K | 0.21% | 105 |
|
|
2021
Q4 | $233K | Buy |
+4,144
| New | +$233K | 0.15% | 119 |
|