Integrated Wealth Counsel’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,330
| Closed | -$60K | – | 90 |
|
|
2014
Q4 | $60K | Hold |
1,330
| – | – | 0.07% | 53 |
|
|
2014
Q3 | $56K | Hold |
1,330
| – | – | 0.06% | 53 |
|
|
2014
Q2 | $58K | Hold |
1,330
| – | – | 0.05% | 65 |
|
|
2014
Q1 | $57K | Hold |
1,330
| – | – | 0.05% | 91 |
|
|
2013
Q4 | $54K | Hold |
1,330
| – | – | 0.04% | 98 |
|
|
2013
Q3 | $48.7K | Hold |
1,330
| – | – | 0.04% | 101 |
|
|
2013
Q2 | $48K | Buy |
+1,330
| New | +$48K | 0.03% | 103 |
|