IAG Wealth Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-305
| Closed | -$12K | – | 486 |
|
|
2022
Q3 | $12K | Sell |
305
-26
| -8% | -$1.02K | ﹤0.01% | 262 |
|
|
2022
Q2 | $15K | Buy |
331
+152
| +85% | +$6.89K | ﹤0.01% | 237 |
|
|
2022
Q1 | $10K | Buy |
179
+46
| +35% | +$2.57K | ﹤0.01% | 302 |
|
|
2021
Q4 | $7K | Sell |
133
-150
| -53% | -$7.9K | ﹤0.01% | 332 |
|
|
2021
Q3 | $17K | Hold |
283
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $17K | Buy |
283
+33
| +13% | +$1.98K | 0.01% | 207 |
|
|
2021
Q1 | $14K | Hold |
250
| – | – | 0.01% | 223 |
|
|
2020
Q4 | $12K | Hold |
250
| – | – | ﹤0.01% | 223 |
|
|
2020
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 234 |
|
|
2020
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 229 |
|
|
2020
Q1 | $9K | Hold |
250
| – | – | 0.01% | 225 |
|
|
2019
Q4 | $15K | Buy |
+250
| New | +$15K | 0.01% | 207 |
|