Integrated Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $503K | Hold |
9,775
| – | – | 0.17% | 133 |
|
|
2016
Q4 | $502K | Hold |
9,775
| – | – | 0.19% | 131 |
|
|
2016
Q3 | $419K | Buy |
9,775
+230
| +2% | +$9.86K | 0.15% | 140 |
|
|
2016
Q2 | $385K | Hold |
9,545
| – | – | 0.15% | 139 |
|
|
2016
Q1 | $387K | Sell |
9,545
-427
| -4% | -$17.3K | 0.16% | 120 |
|
|
2015
Q4 | $425K | Buy |
9,972
+153
| +2% | +$6.52K | 0.18% | 107 |
|
|
2015
Q3 | $403K | Sell |
9,819
-177
| -2% | -$7.27K | 0.18% | 111 |
|
|
2015
Q2 | $434K | Buy |
9,996
+660
| +7% | +$28.7K | 0.17% | 111 |
|
|
2015
Q1 | $407K | Buy |
+9,336
| New | +$407K | 0.17% | 110 |
|