HNWAG
High Net Worth Advisory Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,975
| Closed | -$363K | – | 201 |
|
|
2023
Q2 | $363K | Buy |
10,975
+269
| +3% | +$8.89K | 0.14% | 128 |
|
|
2023
Q1 | $386K | Buy |
10,706
+87
| +0.8% | +$3.14K | 0.16% | 123 |
|
|
2022
Q4 | $463K | Buy |
10,619
+8,230
| +344% | +$359K | 0.18% | 113 |
|
|
2022
Q3 | $96K | Sell |
2,389
-200
| -8% | -$8.04K | 0.04% | 245 |
|
|
2022
Q2 | $119K | Hold |
2,589
| – | – | 0.05% | 224 |
|
|
2022
Q1 | $138K | Hold |
2,589
| – | – | 0.05% | 216 |
|
|
2021
Q4 | $145K | Buy |
+2,589
| New | +$145K | 0.05% | 215 |
|