Global Wealth Management Investment Advisory’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-150
| Closed | -$5K | – | 682 |
|
|
2020
Q1 | $5K | Buy |
150
+100
| +200% | +$3.33K | ﹤0.01% | 422 |
|
|
2019
Q4 | $3K | Sell |
50
-55
| -52% | -$3.3K | ﹤0.01% | 497 |
|
|
2019
Q3 | $6K | Hold |
105
| – | – | ﹤0.01% | 392 |
|
|
2019
Q2 | $6K | Hold |
105
| – | – | ﹤0.01% | 432 |
|
|
2019
Q1 | $5K | Sell |
105
-550
| -84% | -$26.2K | ﹤0.01% | 459 |
|
|
2018
Q4 | $30K | Buy |
+655
| New | +$30K | 0.02% | 255 |
|