Hotaling Investment Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,099
| Closed | -$362K | – | 118 |
|
|
2019
Q4 | $362K | Buy |
6,099
+403
| +7% | +$23.9K | 0.21% | 84 |
|
|
2019
Q3 | $315K | Hold |
5,696
| – | – | 0.2% | 83 |
|
|
2019
Q2 | $298K | Sell |
5,696
-150
| -3% | -$7.85K | 0.19% | 93 |
|
|
2019
Q1 | $282K | Sell |
5,846
-360
| -6% | -$17.4K | 0.19% | 94 |
|
|
2018
Q4 | $284K | Buy |
+6,206
| New | +$284K | 0.23% | 90 |
|