GW & Wade’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$251K	Sell	5,790 -335	-5%	-$14.5K	0.01%	364
2023 Q3	$202K	Sell	6,125 -525	-8%	-$17.3K	0.01%	386
2023 Q2	$220K	Buy	+6,650	New	+$220K	0.01%	358