IWA
IBEX Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-124
| Closed | -$7K | – | 418 |
|
|
2021
Q3 | $7K | Buy |
+124
| New | +$7K | ﹤0.01% | 381 |
|
|
2018
Q1 | – | Sell |
-55,406
| Closed | -$3.07M | – | 118 |
|
|
2017
Q4 | $3.07M | Buy |
55,406
+1,716
| +3% | +$95.1K | 1.36% | 31 |
|
|
2017
Q3 | $2.89M | Buy |
53,690
+6
| +0% | +$323 | 1.07% | 39 |
|
|
2017
Q2 | $2.81M | Buy |
53,684
+9,440
| +21% | +$494K | 1.11% | 36 |
|
|
2017
Q1 | $2.26M | Buy |
44,244
+3,796
| +9% | +$194K | 1.39% | 28 |
|
|
2016
Q4 | $2.07M | Buy |
40,448
+1,489
| +4% | +$76.2K | 0.99% | 39 |
|
|
2016
Q3 | $1.67M | Buy |
+38,959
| New | +$1.67M | 0.92% | 40 |
|