Greatmark Investment Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,950
| Closed | -$235K | – | 140 |
|
|
2021
Q3 | $235K | Hold |
3,950
| – | – | 0.04% | 126 |
|
|
2021
Q2 | $225K | Hold |
3,950
| – | – | 0.04% | 129 |
|
|
2021
Q1 | $218K | Buy |
+3,950
| New | +$218K | 0.04% | 127 |
|
|
2020
Q1 | – | Sell |
-4,375
| Closed | -$259K | – | 135 |
|
|
2019
Q4 | $259K | Hold |
4,375
| – | – | 0.06% | 119 |
|
|
2019
Q3 | $242K | Buy |
+4,375
| New | +$242K | 0.07% | 112 |
|