GWA
Guidant Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $30K | Hold |
537
| – | – | 0.01% | 199 |
|
|
2019
Q2 | $28K | Hold |
537
| – | – | 0.01% | 206 |
|
|
2019
Q1 | $26K | Sell |
537
-586
| -52% | -$28.4K | 0.01% | 212 |
|
|
2018
Q4 | $51K | Sell |
1,123
-26
| -2% | -$1.18K | 0.02% | 127 |
|
|
2018
Q3 | $60K | Hold |
1,149
| – | – | 0.03% | 78 |
|
|
2018
Q2 | $57K | Sell |
1,149
-97
| -8% | -$4.81K | 0.02% | 76 |
|
|
2018
Q1 | $61K | Buy |
1,246
+26
| +2% | +$1.27K | 0.03% | 73 |
|
|
2017
Q4 | $67K | Sell |
1,220
-287
| -19% | -$15.8K | 0.03% | 72 |
|
|
2017
Q3 | $81K | Hold |
1,507
| – | – | 0.06% | 59 |
|
|
2017
Q2 | $78K | Sell |
1,507
-277
| -16% | -$14.3K | 0.04% | 94 |
|
|
2017
Q1 | $91K | Sell |
1,784
-203
| -10% | -$10.4K | 0.05% | 87 |
|
|
2016
Q4 | $103K | Sell |
1,987
-1,435
| -42% | -$74.4K | 0.06% | 80 |
|
|
2016
Q3 | $147K | Buy |
+3,422
| New | +$147K | 0.09% | 69 |
|