IMA Advisory Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-31
| Closed | -$1K | – | 319 |
|
|
2020
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 290 |
|
|
2020
Q1 | – | Sell |
-132
| Closed | -$8K | – | 291 |
|
|
2019
Q4 | $8K | Buy |
132
+1
| +0.8% | +$61 | ﹤0.01% | 226 |
|
|
2019
Q3 | $7K | Buy |
131
+1
| +0.8% | +$53 | ﹤0.01% | 231 |
|
|
2019
Q2 | $7K | Buy |
+130
| New | +$7K | ﹤0.01% | 221 |
|
|
2018
Q3 | – | Sell |
-76
| Closed | -$4K | – | 456 |
|
|
2018
Q2 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 364 |
|