Halpern Financial’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 |
-108
| Closed | -$6.42K | – | 300 |
|
|
2021
Q3 | $6.42K | Sell |
108
-166
| -61% | -$9.87K | ﹤0.01% | 205 |
|
|
2021
Q2 | $15.6K | Hold |
274
| – | – | 0.01% | 123 |
|
|
2021
Q1 | $15.2K | Buy |
274
+108
| +65% | +$5.97K | 0.01% | 113 |
|
|
2020
Q4 | $7.73K | Hold |
166
| – | – | ﹤0.01% | 142 |
|
|
2020
Q3 | $5.95K | Hold |
166
| – | – | ﹤0.01% | 143 |
|
|
2020
Q2 | $6.11K | Buy |
+166
| New | +$6.11K | ﹤0.01% | 122 |
|