GFWA
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Grey Fox Wealth Advisors’s US Bancorp USB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,292
Closed -$412K 482
2023
Q1
$412K Sell
11,292
-900
-7% -$32.9K 0.24% 63
2022
Q4
$532K Buy
+12,192
New +$532K 0.35% 46