Galvin Gaustad & Stein’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-190,261
| Closed | -$8.76M | – | 170 |
|
2022
Q2 | $8.76M | Buy |
190,261
+2,835
| +2% | +$130K | 0.89% | 47 |
|
2022
Q1 | $9.96M | Buy |
187,426
+19,697
| +12% | +$1.05M | 0.9% | 47 |
|
2021
Q4 | $9.42M | Buy |
167,729
+9,630
| +6% | +$541K | 0.81% | 51 |
|
2021
Q3 | $9.4M | Sell |
158,099
-5,008
| -3% | -$298K | 0.91% | 46 |
|
2021
Q2 | $9.29M | Buy |
163,107
+2,519
| +2% | +$144K | 0.88% | 46 |
|
2021
Q1 | $8.88M | Buy |
160,588
+1,810
| +1% | +$100K | 0.89% | 45 |
|
2020
Q4 | $7.4M | Buy |
+158,778
| New | +$7.4M | 0.78% | 49 |
|