Gupta Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $189K | Sell |
4,665
-1,412
| -23% | -$57.2K | 0.04% | 251 |
|
|
2015
Q4 | $259K | Buy |
6,077
+1,293
| +27% | +$55.1K | 0.07% | 209 |
|
|
2015
Q3 | $196K | Sell |
4,784
-7,539
| -61% | -$309K | 0.05% | 252 |
|
|
2015
Q2 | $535K | Buy |
12,323
+625
| +5% | +$27.1K | 0.13% | 139 |
|
|
2015
Q1 | $511K | Buy |
+11,698
| New | +$511K | 0.15% | 125 |
|