Holistic Financial Partners’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-101
Closed -$5K 353
2018
Q1
$5K Buy
101
+62
+159% +$3.07K ﹤0.01% 376
2017
Q4
$2K Buy
+39
New +$2K ﹤0.01% 437