Innova 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
Q3 | – | Sell |
-5,065
| Closed | -$233K | – | 51 |
|
|
2022
Q2 | $233K | Buy |
5,065
+1,120
| +28% | +$51.5K | 0.2% | 41 |
|
|
2022
Q1 | $210K | Hold |
3,945
| – | – | 0.15% | 68 |
|
|
2021
Q4 | $222K | Sell |
3,945
-15
| -0.4% | -$844 | 0.16% | 67 |
|
|
2021
Q3 | $235K | Hold |
3,960
| – | – | 0.19% | 62 |
|
|
2021
Q2 | $226K | Hold |
3,960
| – | – | 0.18% | 62 |
|
|
2021
Q1 | $219K | Buy |
+3,960
| New | +$219K | 0.19% | 58 |
|