Gary Goldberg Planning Services’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$26K Hold
2014
Q3
$24K Hold
2014
Q2
$25K Hold
2014
Q1
$25K Hold
2013
Q4
$23K Hold
2013
Q3
$21K Hold
2013
Q2
$21K Buy