Independence Trust’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $249K | Hold |
4,640
| – | – | 0.28% | 61 |
|
|
2017
Q3 | $249K | Sell |
4,640
-37
| -0.8% | -$1.99K | 0.28% | 64 |
|
|
2017
Q2 | $243K | Sell |
4,677
-129
| -3% | -$6.7K | 0.29% | 66 |
|
|
2017
Q1 | $248K | Sell |
4,806
-206
| -4% | -$10.6K | 0.32% | 62 |
|
|
2016
Q4 | $257K | Hold |
5,012
| – | – | 0.35% | 62 |
|
|
2016
Q3 | $215K | Buy |
+5,012
| New | +$215K | 0.35% | 49 |
|