Integrated Investment Consultants’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,866
| Closed | -$145K | – | 665 |
|
|
2018
Q1 | $145K | Buy |
+2,866
| New | +$145K | 0.06% | 245 |
|
|
2017
Q3 | $113K | Hold |
2,100
| – | – | 0.05% | 273 |
|
|
2017
Q2 | $109K | Hold |
2,100
| – | – | 0.05% | 278 |
|
|
2017
Q1 | $108K | Hold |
2,100
| – | – | 0.05% | 272 |
|
|
2016
Q4 | $108K | Buy |
2,100
+150
| +8% | +$7.71K | 0.05% | 255 |
|
|
2016
Q3 | $84K | Hold |
1,950
| – | – | 0.04% | 311 |
|
|
2016
Q2 | $78K | Buy |
1,950
+1,450
| +290% | +$58K | 0.04% | 326 |
|
|
2016
Q1 | $20K | Buy |
+500
| New | +$20K | 0.01% | 448 |
|