Gerald L. Ray & Associates’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $769K | Sell |
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|
2017
Q2 | $751K | Buy |
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|
2017
Q1 | $253K | Sell |
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|
2016
Q4 | $256K | Hold |
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|
2016
Q3 | $213K | Sell |
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|
2016
Q2 | $579K | Hold |
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|
2016
Q1 | $583K | Hold |
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|
2015
Q4 | $613K | Hold |
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|
2015
Q3 | $589K | Buy |
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|
2015
Q2 | $213K | Hold |
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|
2015
Q1 | $215K | Hold |
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|
2014
Q4 | $221K | Hold |
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|
2014
Q3 | $206K | Hold |
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|
2014
Q2 | $213K | Hold |
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|
2014
Q1 | $211K | Sell |
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|
2013
Q4 | $207K | Buy |
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