Great Lakes Retirement’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-932
| Closed | -$37.5K | – | 643 |
|
|
2024
Q2 | $37.5K | Buy |
+932
| New | +$37.5K | 0.01% | 315 |
|
|
2023
Q2 | – | Sell |
-11,920
| Closed | -$430K | – | 237 |
|
|
2023
Q1 | $430K | Buy |
11,920
+898
| +8% | +$32.4K | 0.08% | 178 |
|
|
2022
Q4 | $486K | Buy |
+11,022
| New | +$486K | 0.12% | 116 |
|